WEBVTT 1 00:00:01.280 --> 00:00:05.220 Alright, gang. Let's dive right into it. Welcome to Brilliant Directories 2 00:00:05.520 --> 00:00:06.020 webinar 3 00:00:06.399 --> 00:00:06.899 Wednesday, 4 00:00:07.279 --> 00:00:10.500 where we hope to provide you with tips to grow your online 5 00:00:10.800 --> 00:00:11.300 community. 6 00:00:12.160 --> 00:00:14.019 I'm Jason there on the left. 7 00:00:15.075 --> 00:00:18.135 We are also lucky to have Rick with us, and Patrick. 8 00:00:18.275 --> 00:00:21.635 Rick is one of the support specialists here at Brilliant Directories. 9 00:00:21.635 --> 00:00:27.095 Many of you have probably interacted with him at some point in time through the support ticketing system, 10 00:00:27.395 --> 00:00:28.375 and Patrick 11 00:00:29.020 --> 00:00:36.620 is one of the leading strategist who I've met and a good friend, and we're lucky to have both of you on the webinar here today. 12 00:00:36.620 --> 00:00:37.600 Thank you for joining. 13 00:00:38.140 --> 00:00:40.240 Alright. Thanks, Jason. It's always a pleasure. 14 00:00:40.620 --> 00:00:41.840 Good to be here, Jason. 15 00:00:42.295 --> 00:00:42.795 Alright. 16 00:00:44.774 --> 00:00:47.754 And if this is your first webinar Wednesday, 17 00:00:48.534 --> 00:00:49.034 welcome. 18 00:00:49.335 --> 00:00:53.254 I always encourage everyone to join our Facebook strategy group. 19 00:00:53.254 --> 00:00:57.430 You can go to brilliantdirectories.com/facebook. 20 00:00:57.430 --> 00:01:01.610 It's a great place to carry on the conversation after webinar Wednesdays. 21 00:01:01.990 --> 00:01:03.290 There's huge participation 22 00:01:03.990 --> 00:01:05.690 from the members of that group. 23 00:01:05.750 --> 00:01:10.345 I myself, I'm pretty active in there, and there's some great conversations started in there. 24 00:01:10.345 --> 00:01:13.325 So if you if we don't get to your question here on webinar Wednesday, 25 00:01:13.945 --> 00:01:16.985 please join the Facebook group, and we can connect there. 26 00:01:16.985 --> 00:01:20.585 You can go to brilliantdirectories.com/facebook, 27 00:01:20.585 --> 00:01:23.910 and if you want to take a few seconds to do that now, we'll wait for you. 28 00:01:24.630 --> 00:01:30.250 And just as a refresher for for everyone out there, you know, webinar Wednesday was created as a way to 29 00:01:30.550 --> 00:01:34.090 strengthen and increase the community value of Brilliant Directories. 30 00:01:34.150 --> 00:01:40.995 And we've learned a lot from each other, both from suggestions that you've shared and ideas we've come up with through talking, 31 00:01:41.535 --> 00:01:43.395 through issues and and solutions 32 00:01:43.935 --> 00:01:44.435 through, 33 00:01:44.895 --> 00:01:45.875 Webinar Wednesday. 34 00:01:46.335 --> 00:01:47.555 It's a great platform 35 00:01:48.015 --> 00:01:48.515 to 36 00:01:48.815 --> 00:01:50.515 sharpen up your marketing skills. 37 00:01:50.870 --> 00:01:55.930 So we love to cover questions and topics such as converting visitors into 38 00:01:56.310 --> 00:01:58.250 paying or free members of your site, 39 00:01:58.630 --> 00:02:01.530 using SEO to increase your website traffic, 40 00:02:02.310 --> 00:02:02.810 identifying 41 00:02:03.270 --> 00:02:06.715 revenue opportunities that make sense for your industry. 42 00:02:06.854 --> 00:02:13.995 So if you're interested, if you're a for profit directory, you wanna maximize your revenue, those are always our favorite things to talk about here. 43 00:02:14.694 --> 00:02:16.955 And also one of my personal 44 00:02:17.490 --> 00:02:22.370 topics is how to improve the website navigation. We always seem to circle back to this one. 45 00:02:22.370 --> 00:02:26.870 We're looking at somebody's website and trying to provide some feedback and tips. 46 00:02:27.010 --> 00:02:30.550 A lot of it comes down to a simple, direct, and straightforward 47 00:02:31.155 --> 00:02:36.034 website navigation. So these are some topics that we have. If you have questions, get them ready. 48 00:02:36.034 --> 00:02:38.694 We'll be getting to them soon later in the webinar. 49 00:02:39.795 --> 00:02:40.295 Hey. 50 00:02:41.075 --> 00:02:43.974 It's webinar Wednesday number 50. 51 00:02:44.910 --> 00:02:49.630 Congratulations to everyone who's ever joined a webinar Wednesday with us. It's been over, 52 00:02:50.030 --> 00:02:51.489 almost two years, I'd say, 53 00:02:52.190 --> 00:02:53.470 that we've been doing, 54 00:02:53.790 --> 00:02:58.450 webinar Wednesdays. It's my favorite time of the week. We have over a hundred hours 55 00:02:59.105 --> 00:03:00.965 of recorded training 56 00:03:01.345 --> 00:03:02.245 on our website 57 00:03:02.785 --> 00:03:09.525 we have a few more that will be releasing in the next week or so that, is currently going through editing but in on behalf of the entire 58 00:03:09.985 --> 00:03:12.725 brilliant directories team and you guys the attendees 59 00:03:13.910 --> 00:03:18.570 who make it all possible by joining and asking your questions and coming up with topics. 60 00:03:18.950 --> 00:03:20.890 I personally wanna thank you. I know Pat's, 61 00:03:21.350 --> 00:03:22.470 thankful and also Rick. 62 00:03:22.470 --> 00:03:27.430 So thank you guys so much for joining in on the webinar Wednesdays and onward and upward. 63 00:03:27.430 --> 00:03:32.985 We can't wait to get to 500 webinar Wednesdays eventually one day. So thank you guys. 64 00:03:33.045 --> 00:03:37.545 It's really it's really huge that, we've been able to stick with this, stay consistent, 65 00:03:37.845 --> 00:03:41.785 and I feel like we're part of a family here, everyone that's part of webinar Wednesdays. 66 00:03:42.800 --> 00:03:45.380 Alright. And I wanted to do a flash 67 00:03:45.680 --> 00:03:46.180 survey. 68 00:03:47.040 --> 00:03:48.000 This month is special. 69 00:03:48.000 --> 00:03:53.760 We're doing back to back webinars, so I think it's it's hard for everyone to get to each webinar Wednesday this week. 70 00:03:53.760 --> 00:03:57.355 But I was curious, I'm gonna launch a survey here. It's gonna come up on your screen. 71 00:03:57.355 --> 00:04:00.175 How many, in the audience today are 72 00:04:00.955 --> 00:04:01.455 existing, 73 00:04:02.155 --> 00:04:04.075 BD customers or BD users? 74 00:04:04.075 --> 00:04:11.440 And who's maybe checking out Brilliant Directories on a free trial, or you're just investigating to learn more about the product. 75 00:04:11.660 --> 00:04:12.960 I'm just curious here. 76 00:04:14.220 --> 00:04:18.800 Okay. So almost everyone has voted in. If you wanna just select one of the options, 77 00:04:20.460 --> 00:04:22.720 it looks like 60% 78 00:04:24.235 --> 00:04:28.095 have one website about well, that's changing pretty quick right now, actually. 79 00:04:28.635 --> 00:04:30.495 So looks like 30%, 80 00:04:31.515 --> 00:04:35.775 of the attendees here today, 25, 30 percent have multiple BD websites, 81 00:04:36.395 --> 00:04:38.815 and about 10 or 15% 82 00:04:39.740 --> 00:04:41.900 are checking out Brilliant Directories. So that's awesome. 83 00:04:41.900 --> 00:04:50.880 If you're interested in starting your own directory website, this is a great place to kinda see some examples of of live websites and also learn how the platform works. 84 00:04:51.180 --> 00:04:54.965 Alright. Gonna close that survey down. Thanks everyone for voting 85 00:04:55.505 --> 00:04:57.525 in. Always fun to do those surveys. 86 00:04:58.545 --> 00:05:00.485 Alright. And we do have 87 00:05:01.185 --> 00:05:01.685 some 88 00:05:02.225 --> 00:05:03.445 lab updates, 89 00:05:05.025 --> 00:05:09.139 noteworthy ones. I think you guys will get, I know Pat's pretty excited about, 90 00:05:09.919 --> 00:05:11.539 a lot of these. Let me 91 00:05:12.160 --> 00:05:16.180 pull up some of these updates here. I wanna get something ready before I get into them. 92 00:05:17.120 --> 00:05:19.139 So a lot of these are related to 93 00:05:19.625 --> 00:05:25.405 how the member signs up and some some of the membership level settings that you have to kind of streamline 94 00:05:25.865 --> 00:05:26.604 the process. 95 00:05:27.225 --> 00:05:31.530 Alright. Let's let's cover the first one is upgrade email template and what that means. 96 00:05:31.850 --> 00:05:39.230 So now what you have, and let me go to the admin area, under the finance tab, when you toggle over to manage products, 97 00:05:39.930 --> 00:05:42.910 and this didn't exist before, you can now edit a product 98 00:05:44.645 --> 00:05:48.505 and you can create a custom email template in the email section, 99 00:05:49.205 --> 00:05:54.585 and what you wanna do is you can select the upgrade email that's sent. So if somebody upgrades 100 00:05:54.965 --> 00:05:58.265 from a lower level to, in this example, the diamond level, 101 00:05:58.690 --> 00:06:04.870 they'll get an email, specific email welcoming them to their upgrade of the diamond level. 102 00:06:04.930 --> 00:06:11.590 So this is hugely powerful, you can send them tons of thank you messages in that custom email, you can tell them what features they've unlocked 103 00:06:12.130 --> 00:06:12.950 by upgrading. 104 00:06:13.485 --> 00:06:16.865 Before you couldn't designate an individual upgrade email, 105 00:06:17.324 --> 00:06:24.145 based on the membership level, it was just one generic upgrade email that applied to any type of membership level upgrade. 106 00:06:24.365 --> 00:06:31.120 So you have a lot more power here, and you can provide members with a lot more information and make them feel really good, 107 00:06:31.580 --> 00:06:34.319 about the plan they've upgraded to and even include, 108 00:06:35.020 --> 00:06:39.599 other plans that they can upgrade to now that they're part of the, you know, in this example, the diamond 109 00:06:39.925 --> 00:06:41.865 level. Pat, do you do you have any, 110 00:06:42.645 --> 00:06:45.545 thoughts or feedback on using a feature like this? 111 00:06:46.805 --> 00:06:47.045 No. 112 00:06:47.045 --> 00:06:52.290 I think you you basically cover the the primary points and strategies I would try to leverage, which is 113 00:06:52.850 --> 00:06:55.170 really promoting the tools that they unlock. 114 00:06:55.170 --> 00:07:00.310 Maybe there's members only content that you get when you upgrade, so you wanna make sure that you include a link 115 00:07:00.610 --> 00:07:02.150 to that members only content, 116 00:07:02.530 --> 00:07:05.270 in that upgrade membership level for that specific 117 00:07:05.615 --> 00:07:06.415 membership type. 118 00:07:06.415 --> 00:07:15.475 And and the more the better your experience is after upgrading, the less likely you are to to wanna downgrade again if you can just get off to a good start. 119 00:07:16.095 --> 00:07:18.015 That's right. And let me just show everyone, 120 00:07:18.415 --> 00:07:21.060 I don't wanna get in too much detail about the email templates. 121 00:07:21.139 --> 00:07:24.040 But, under your emails, you have email templates. 122 00:07:24.820 --> 00:07:29.960 And what's easiest if you kinda copy one that you have or or clone it, 123 00:07:30.500 --> 00:07:32.600 and then you can edit it to your needs. 124 00:07:34.514 --> 00:07:41.975 And then each customized email template is an option that you can choose when you're trying to pre select the upgrade email template. 125 00:07:43.794 --> 00:07:45.570 Alright. This one's a game changer, 126 00:07:45.890 --> 00:07:46.704 actually is, 127 00:07:47.111 --> 00:07:51.190 pre selecting the top level category when somebody signs up. 128 00:07:51.330 --> 00:07:55.030 A lot of websites out there only have one one top level category, 129 00:07:56.210 --> 00:08:01.365 or they don't want their members based on their membership level to select their top level category. 130 00:08:01.365 --> 00:08:02.664 And this is actually a feature, 131 00:08:03.764 --> 00:08:08.264 that that that stemmed from Webinar Wednesdays in the past, and it's finally 132 00:08:08.724 --> 00:08:09.125 released. 133 00:08:09.125 --> 00:08:20.210 And I'm gonna break it down in a nutshell what it can do, but I this one I'm definitely gonna pass over to Pat because he's got a million it's like a Swiss army knife this feature, a million and one ways that this feature can benefit your site. 134 00:08:20.210 --> 00:08:25.190 And again, it really depends on what your model is and things like that, but we're gonna show you some of the benefits of this one. 135 00:08:25.215 --> 00:08:28.835 So with this one, you can you also wanna go back to your manage products 136 00:08:29.294 --> 00:08:33.554 under the finance tab, and I'm just gonna edit the diamond one again. 137 00:08:36.495 --> 00:08:40.515 And when that pops up, if we scroll down here right in the general tab, 138 00:08:40.919 --> 00:08:43.659 you can pre select the top level category. 139 00:08:43.880 --> 00:08:48.779 So they're not gonna see this on the sign up page, but when a member signs up, it's gonna store 140 00:08:49.240 --> 00:08:50.620 their top level category, 141 00:08:51.160 --> 00:08:52.060 in the database. 142 00:08:52.279 --> 00:09:13.060 So that's already gonna be once they start filling out their their profile with their phone number and company name they're not gonna need to select their top level category they can just go straight to the sub level categories and skip that whole step so it really streamlines the process and just while we're here let me talk about the second update here pre selecting whether it's an individual or a company. 143 00:09:13.680 --> 00:09:28.795 So when a profile is an individual you'll see the first and last name on the public profile page, when it's a company it won't show that the the first name and last name that'll just be for your internal contact records of the person who's kinda managing that profile for the company. 144 00:09:29.015 --> 00:09:33.275 So here you can pre select the listing type company or organization, 145 00:09:33.815 --> 00:09:41.340 these will be hidden on the sign up page, but it will store the information that you select, so if you wanted it to be a company or organization, 146 00:09:42.200 --> 00:09:46.140 and in this case, the top level categories in interior designer, 147 00:09:47.080 --> 00:09:56.985 those would values would automatically get stored, and you don't and you could remove them from the currently where someone would select those on the their when they're filling out their profile information. 148 00:09:57.765 --> 00:10:04.105 So, Pat, I wanna kinda pass it over to you, and I know that the key focus is really the the pre selecting the top category. 149 00:10:04.485 --> 00:10:09.770 Can you kinda share with us your thoughts and and what instances this this becomes helpful and valuable for a website? 150 00:10:11.110 --> 00:10:15.210 Yeah. Absolutely. And I would say this is one of the things that 151 00:10:15.990 --> 00:10:24.845 I've had to customize the most in the past, and it was quite a workaround for me to go in and and customize that for my for for for different billing directories users. 152 00:10:24.845 --> 00:10:26.865 So I'm really excited about this update, 153 00:10:27.245 --> 00:10:31.425 and what it means for for everybody on this particular webinar and and in the future. 154 00:10:31.805 --> 00:10:35.580 So to me, there's a couple of different ways that you can leverage this. 155 00:10:36.140 --> 00:10:38.960 The easiest one to explain is probably, 156 00:10:40.220 --> 00:10:40.720 really 157 00:10:41.180 --> 00:10:44.320 being able to manage the type of categories people can select. 158 00:10:44.700 --> 00:10:46.880 I'll give you a very easy example. 159 00:10:47.740 --> 00:10:49.760 Let's say I had a directory 160 00:10:50.505 --> 00:10:53.725 where I was signing up schools and I was signing up teachers 161 00:10:54.265 --> 00:10:55.325 in this example. 162 00:10:56.105 --> 00:10:59.885 I would wanna probably charge differently thinking if you're a school, 163 00:11:00.265 --> 00:11:05.370 you probably have a much bigger budget than if you're a teacher on my directory. 164 00:11:05.910 --> 00:11:12.010 In the past, however, it's very difficult for me to charge a different rate because once you sign up on the directory, 165 00:11:12.470 --> 00:11:13.290 you can just 166 00:11:13.670 --> 00:11:19.495 select whatever category you're looking for, and there's many more people that are searching for schools, 167 00:11:20.115 --> 00:11:24.355 than they are searching for individual teachers. Just a a simplistic example. Right? 168 00:11:24.355 --> 00:11:28.135 Let me let me let me backtrack this. So just in this very simple example. 169 00:11:28.290 --> 00:11:32.470 So a teacher, for example, would pay $10 and a school would pay a hundred dollars. 170 00:11:33.089 --> 00:11:39.089 And That'd be that'd be a good example. Like, my my TEFL school, our courses cost $17.99 171 00:11:39.089 --> 00:11:41.505 to $1,799 172 00:11:41.585 --> 00:11:44.965 is what an average TEFL course costs and and and a particular, 173 00:11:45.505 --> 00:11:46.785 niche that I sell courses. 174 00:11:46.785 --> 00:11:55.580 So with school, I would actually charge them a couple hundred dollars a month because of the amount of money they can earn selling a course on that directory. 175 00:11:55.720 --> 00:12:00.760 Okay. But the problem before was, let's say someone signed up for $10 or a hundred dollar. 176 00:12:00.760 --> 00:12:02.860 Let's say a school signed up for the $10, 177 00:12:03.000 --> 00:12:12.135 the next step would be for them to select their top level category when they're creating their profile page, and they could just toggle over to being a school, and they just pay $10 to be a teacher. 178 00:12:12.435 --> 00:12:17.395 But with this That's you're saying you can lock them in based on the plan they signed up to. 179 00:12:17.395 --> 00:12:19.975 They can't change their their main category. 180 00:12:21.075 --> 00:12:22.855 Exactly. I'm I'm guaranteeing 181 00:12:23.235 --> 00:12:24.870 to the people that pay a higher 182 00:12:25.350 --> 00:12:30.710 tier that they're gonna be the only ones that can show up for people that are searching for school. 183 00:12:30.710 --> 00:12:34.010 So if they're searching for a TEFL course, a Spanish program, 184 00:12:34.470 --> 00:12:39.529 a volunteer program, the only people that will be able to check off those sublevel categories 185 00:12:39.925 --> 00:12:41.625 are gonna be the people that pay 186 00:12:42.005 --> 00:12:46.985 the monthly fee to be a school in the first place because I'm auto selecting that for them. 187 00:12:47.125 --> 00:12:49.445 And a teacher that signs up for $10, 188 00:12:49.685 --> 00:12:51.945 a month or perhaps free even, 189 00:12:52.450 --> 00:12:56.470 they're never gonna be able to select that because they'll be locked into the teacher category. 190 00:12:56.529 --> 00:12:58.950 Gotcha. Do we wanna show an example of how this works? 191 00:12:59.570 --> 00:13:02.709 Sure. Why not? I I I have an example of a second scenario, 192 00:13:03.330 --> 00:13:05.510 that leverages something a little bit different. 193 00:13:06.215 --> 00:13:08.715 That that first scenario is one of the benefits 194 00:13:09.415 --> 00:13:11.675 is that it allows you to charge a 195 00:13:11.975 --> 00:13:16.775 a more accurate fee based on the type of categories that someone can select. 196 00:13:16.775 --> 00:13:20.699 So you can leverage that to earn more money for your directory. Gotcha. 197 00:13:20.699 --> 00:13:23.920 You want me to pass the controls over to you, the your example? Sure. 198 00:13:24.540 --> 00:13:25.040 Absolutely. 199 00:13:25.500 --> 00:13:28.399 K. Alright. You should have the controls now, Pat. 200 00:13:30.060 --> 00:13:30.560 Okay. 201 00:13:31.500 --> 00:13:36.195 So the the second scenario, something something that I really like to do for this is 202 00:13:36.675 --> 00:13:41.495 we all have well, the majority of us have general users. A a general user 203 00:13:42.035 --> 00:13:44.855 is somebody that would interact with a directory 204 00:13:45.475 --> 00:13:49.815 and would perhaps want to favorite something, bookmark content. 205 00:13:50.630 --> 00:13:54.570 They'll wanna create a general user account. It's the user of your website. 206 00:13:55.350 --> 00:13:59.210 And one of the things I I love doing is collecting data 207 00:13:59.750 --> 00:14:02.890 on general users that are signing up on a directory 208 00:14:03.215 --> 00:14:07.235 and be able to segment marketing campaigns to those general users. 209 00:14:07.935 --> 00:14:15.155 One of the best ways to do that is to be be able to lock them into a category that's exclusive for general users. 210 00:14:15.455 --> 00:14:18.675 Meaning, I'm not intending for those those categories to be searchable. 211 00:14:19.320 --> 00:14:22.140 There may be a slight amount of customization in that. 212 00:14:22.280 --> 00:14:32.220 But the bottom line is in the general user section itself, you'll see that I have a top level category called interior design fan, and that is exclusive for them. 213 00:14:32.475 --> 00:14:36.154 I wanna know what things they're interested in when they sign up. 214 00:14:36.154 --> 00:14:42.735 So I I'll actually go ahead, and I'll create an account on the fly, if you don't mind, Jason, and show people how this works. 215 00:14:45.210 --> 00:14:48.430 So we're gonna sign up as a general user on this website. 216 00:14:52.650 --> 00:14:53.630 Just put in 217 00:14:54.010 --> 00:14:55.230 a random email. 218 00:14:59.385 --> 00:15:04.365 So there there's a couple of things that we did, actually. We we we've preselected their category 219 00:15:04.905 --> 00:15:07.485 to be an interior design fan, 220 00:15:07.785 --> 00:15:08.925 but we've also 221 00:15:09.620 --> 00:15:13.640 selected them to be an individual and a person. And I'll and I'll show people, 222 00:15:14.019 --> 00:15:16.440 what that means when we actually complete the profile. 223 00:15:16.820 --> 00:15:19.320 So, oh, I need to select bicycles. 224 00:15:21.700 --> 00:15:23.640 I create a lot of accounts, 225 00:15:25.595 --> 00:15:32.495 and that's why Google makes me do a little bit more tests than most would have to do to verify my accounts, but that's okay. 226 00:15:36.475 --> 00:15:42.650 So now that I'm logged in and I go to my contact details form, you're gonna see that there is no top level category, 227 00:15:43.750 --> 00:15:45.370 and there is no, 228 00:15:46.150 --> 00:15:47.290 are you a company, 229 00:15:47.750 --> 00:15:49.210 or are you an individual? 230 00:15:49.990 --> 00:15:53.690 Again, because we've preselected that at sign up. So if we do, 231 00:15:54.365 --> 00:15:56.865 Steve Smith whoops. My apologies. 232 00:15:57.565 --> 00:15:58.464 If we do Steve 233 00:15:59.725 --> 00:16:01.185 Smith and we do Smith 234 00:16:03.885 --> 00:16:04.385 Smith's, 235 00:16:05.245 --> 00:16:07.265 team, we'll just invent whatever. 236 00:16:07.670 --> 00:16:14.090 What since I'm preselected as an individual, it means that my company name will not be what displays. 237 00:16:14.390 --> 00:16:22.904 And when I go to the next step of this setup, I'm gonna be able to select categories that are exclusively set for me as a general user. 238 00:16:22.904 --> 00:16:27.245 So we can see here it says Steve Smith. It recognizes me as an individual. 239 00:16:27.625 --> 00:16:30.204 This is good because I'm guaranteeing a company 240 00:16:30.904 --> 00:16:34.890 can't slip through the cracks and try to create a company profile. So if they're saying, hey. 241 00:16:34.970 --> 00:16:36.730 Why is my company name not showing? 242 00:16:36.730 --> 00:16:40.990 They might send me an email, and I'll say, oh, it looks like you signed up for a general user account. 243 00:16:41.050 --> 00:16:44.750 Looks like you wanna sign up for a company account. Here's a membership tier for that. 244 00:16:45.050 --> 00:16:49.985 There's a fee for being a company listing. This is exclusively for general users. 245 00:16:50.205 --> 00:16:52.545 And when we go to the listing details tab, 246 00:16:53.165 --> 00:16:56.625 I'm instantly in the category I'm supposed to be going into. 247 00:16:56.685 --> 00:17:02.880 And when I go and select my interest, this is only a general user will ever see these categories. 248 00:17:02.940 --> 00:17:07.680 No one else will ever see this when they're creating their profile listings. 249 00:17:07.980 --> 00:17:10.240 So I'm gonna go ahead and save that. 250 00:17:14.714 --> 00:17:16.474 Now I think this listing type is, 251 00:17:17.035 --> 00:17:20.315 is nonsearchable, so they're not gonna have a profile page to check out. 252 00:17:20.315 --> 00:17:22.175 But you as the website owner 253 00:17:22.555 --> 00:17:23.535 can now search, 254 00:17:24.635 --> 00:17:31.280 which members have selected these top level and sublevel categories in the admin area, Pat, and then obviously export that list. 255 00:17:31.980 --> 00:17:36.240 Exactly. I use it for marketing. So if I come in here and I look at my members, 256 00:17:38.060 --> 00:17:41.760 and this is one of my favorite tools on on Brilliant Directories that is quite underutilized, 257 00:17:42.415 --> 00:17:43.955 is I'm able to filter 258 00:17:44.815 --> 00:17:48.575 based on the categories that people selected, and I'm then able to export that. 259 00:17:48.575 --> 00:17:54.435 So if I wanna say, I wanna be able to get all of my designer fans that have an interest in, 260 00:17:55.280 --> 00:17:58.000 in kitchens, and I can do a search for that. 261 00:17:58.000 --> 00:18:06.900 I can then export all of those general users that haven't had ex and expressed an exact interest in that and get them to engage with my website. 262 00:18:07.225 --> 00:18:12.445 So it's really great for segments and marketing materials and exporting that for marketing campaign. 263 00:18:13.225 --> 00:18:13.725 Awesome. 264 00:18:14.664 --> 00:18:18.445 I just wanna I'm gonna grab the controls back for a second here. 265 00:18:18.904 --> 00:18:19.404 I 266 00:18:20.240 --> 00:18:21.120 wanna just ask, 267 00:18:21.440 --> 00:18:23.380 you guys out there, is anyone using 268 00:18:23.760 --> 00:18:24.260 just 269 00:18:24.720 --> 00:18:26.960 one top level category on their sites? 270 00:18:26.960 --> 00:18:33.300 If we could if we could see from a show of hands who's using a single top level category on their sites. 271 00:18:34.565 --> 00:18:36.825 And if you don't mind, I just wanna, 272 00:18:37.525 --> 00:18:39.865 unmute your microphone real quick here. 273 00:18:40.165 --> 00:18:41.545 Good friend Rick here. 274 00:18:42.085 --> 00:18:43.705 Rick, I'd have unmuted your microphone. 275 00:18:44.485 --> 00:18:48.429 Hey, Jason. How's it going? Awesome, man. How you doing? How you doing? Real good. 276 00:18:48.490 --> 00:18:52.990 And, hey, thanks for the participation in the Facebook group. Your answers are super super helpful, 277 00:18:53.610 --> 00:18:55.070 the way you're writing them out there. 278 00:18:55.530 --> 00:18:59.685 My pleasure. So are you're using one top level category on your site. Right? 279 00:19:00.085 --> 00:19:00.585 Correct. 280 00:19:00.805 --> 00:19:12.390 Did you have to do a hack or a workaround to to hide that when they're signing up since it's kind of they're just selecting one option or are you are you having them select the top level category every time they sign up? 281 00:19:12.630 --> 00:19:17.770 No. I believe what we we did do a, a workaround. I believe what we did is we hid that 282 00:19:18.310 --> 00:19:22.250 in the form, and I worked with support. And 283 00:19:23.270 --> 00:19:26.010 this is going back about a year ago, but they did give me, 284 00:19:26.415 --> 00:19:31.695 a way for it to automatically be logged on the back end like you guys are providing now. Awesome. 285 00:19:31.695 --> 00:19:35.135 Okay. So, yeah. This this will help for for new people setting up their sites. 286 00:19:35.135 --> 00:19:37.795 You're not gonna have to do those those kind of complex workarounds. 287 00:19:38.735 --> 00:19:42.035 Absolutely. Alright. Thanks for sharing, Rick. Sure thing. 288 00:19:43.370 --> 00:19:45.529 Alright. Let's see. I'm gonna lower everyone's hands. 289 00:19:45.529 --> 00:19:47.289 Actually, I wanna ask a little different question. 290 00:19:47.289 --> 00:19:51.610 Does anyone want this set up on their site if you just have one top level category right now? 291 00:19:51.610 --> 00:19:53.630 Maybe we could use your site as an example. 292 00:19:54.250 --> 00:19:57.950 Let's see if anyone has raised their hands. Alright. We got our friend Brent here. 293 00:19:58.225 --> 00:19:59.764 Brent, how are you today? Good. 294 00:20:00.945 --> 00:20:04.245 Thanks. How are you doing? Pretty good. Where are you calling from, man? Where are you calling from? 295 00:20:04.865 --> 00:20:06.865 Brisbane, Australia. Okay. Okay. 296 00:20:06.865 --> 00:20:10.804 So so you have a site and and you'd like to pre select the cap the top level categories? 297 00:20:12.250 --> 00:20:12.570 Yeah. 298 00:20:12.570 --> 00:20:20.590 Like, at the moment, I've got, you know, multiple top level categories, but there's always a bit of confusion, like, when a a plumber goes in there. 299 00:20:20.730 --> 00:20:25.370 Okay. But they don't know that they should sit under one of the top level category it is. 300 00:20:25.370 --> 00:20:26.909 They're just thinking I'm a plumber. 301 00:20:27.085 --> 00:20:34.865 And, so it'd be nice to just have the single top level category as an automatic selection, and they just find, you know, the sub subcategory 302 00:20:35.485 --> 00:20:37.565 as a plumber. Right. Can we what's the name of your site? 303 00:20:37.565 --> 00:20:40.065 Do you mind sweet checking so we can check it out? 304 00:20:40.650 --> 00:20:41.530 Yeah. Sure. It's, 305 00:20:42.810 --> 00:20:44.190 just sorry. Gotta do a cold. 306 00:20:44.570 --> 00:20:45.130 It's what's 307 00:20:45.450 --> 00:20:53.175 whats,your,y0ur,hours,h0urs,.com. 308 00:20:53.255 --> 00:20:57.975 Gotcha. Alright. Let me, see if we could pull that up here. Alright. Got it up here. 309 00:20:57.975 --> 00:21:02.855 So, let's just take a look at your home page and see what the sign up process is. 310 00:21:02.855 --> 00:21:05.355 Grab your free business listing. So you're servicing 311 00:21:06.215 --> 00:21:07.595 many businesses then, 312 00:21:08.510 --> 00:21:10.049 and they're gonna choose a plan. 313 00:21:13.470 --> 00:21:17.090 So, actually, in in your case and let's take a look at some of your categories here. 314 00:21:17.149 --> 00:21:18.929 You might still want the member 315 00:21:19.470 --> 00:21:23.250 to select their top level category. You have 26 top level categories. 316 00:21:23.554 --> 00:21:26.914 It would be hard to Jason Yeah. Jason, I'm sorry to interrupt. 317 00:21:26.914 --> 00:21:29.495 Are are you saying because you'd like to create a landing page 318 00:21:30.035 --> 00:21:34.995 and have for plumbers to sign up and they just create their account and they're instantly set up as a plumber? 319 00:21:34.995 --> 00:21:37.174 Is that the the end goal of your strategy? 320 00:21:38.559 --> 00:21:40.340 Well, yeah, that that could potentially, 321 00:21:40.720 --> 00:21:41.220 work. 322 00:21:41.600 --> 00:21:42.899 I I just I suppose 323 00:21:43.679 --> 00:21:54.315 to me, you know, if I'm going in there as a tradesman or if I'm going there as what whatever I am, a hairdresser or whatever, I don't wanna have to think about what category do I sit under above hairdresser. 324 00:21:54.455 --> 00:21:56.075 I just wanna think I'm a hairdresser. 325 00:21:56.775 --> 00:21:57.275 Gotcha. 326 00:21:57.815 --> 00:21:59.735 Let's just log in as as one of the members here. 327 00:21:59.735 --> 00:22:01.995 Let's see what they see from the member's perspective. 328 00:22:03.440 --> 00:22:05.940 Oh, by the way, I like the colors of your site here. So, 329 00:22:06.800 --> 00:22:10.400 you you added a field here. How did you hear about us? That's great. We're actually 330 00:22:11.360 --> 00:22:13.220 that's gonna be in Rick's corner today. 331 00:22:13.760 --> 00:22:15.860 And then you have best describes you, 332 00:22:16.640 --> 00:22:18.260 and they can choose from, 333 00:22:20.775 --> 00:22:24.395 yeah, I see what you're saying. Yeah. At some point, they're gonna have to choose what they offer. 334 00:22:25.015 --> 00:22:27.575 But with this, Pat brings up a great point. 335 00:22:27.575 --> 00:22:32.315 If you have a specific landing page and a specific membership level just for the plumbers, 336 00:22:33.415 --> 00:22:38.370 Yep. Or at least the the base membership level, so they're just registering as a plumber, 337 00:22:38.990 --> 00:22:40.830 you could omit and skip this step. 338 00:22:40.830 --> 00:22:45.550 You can remove this best describes you field, because it would already be selected for the member. 339 00:22:45.550 --> 00:22:50.585 I see how that could be. So, yeah, I think for you, right now, this step is required because 340 00:22:50.885 --> 00:22:54.184 any type of business is signing up, they're gonna have to choose this. 341 00:22:54.405 --> 00:23:00.825 But probably when you create unique landing pages, you could, start utilizing this, this feature that that's offered. 342 00:23:01.765 --> 00:23:03.544 Just a quick question then. 343 00:23:04.740 --> 00:23:06.360 What what if, alright, 344 00:23:08.740 --> 00:23:09.240 I 345 00:23:09.700 --> 00:23:11.080 changed all those, 346 00:23:11.860 --> 00:23:21.625 you know, top level categories there just to one single top level category so that I can only choose one thing, you know, like business or whatever whatever we call it. 347 00:23:21.684 --> 00:23:22.424 And then, 348 00:23:23.125 --> 00:23:27.385 you know, they go to selecting plumber or whatever underneath that or or hairdresser or whatever. 349 00:23:29.205 --> 00:23:30.424 Yeah. You you could 350 00:23:30.885 --> 00:23:33.225 do that. Generally, the the subcategories 351 00:23:33.600 --> 00:23:35.860 are selected with the listing details page. 352 00:23:37.120 --> 00:23:39.220 But, yeah, you if that's preselected, 353 00:23:39.919 --> 00:23:44.020 the top level category, then they're just gonna see a nice grid of the available categories. 354 00:23:44.080 --> 00:23:49.405 So it's a little easier than looking at it as far as a drop down, like you have it in a drop down menu. 355 00:23:49.545 --> 00:23:55.485 Just seeing them in a nice, like, table, like three three rows by three rows, three three columns by three rows, 356 00:23:56.265 --> 00:23:57.645 that might be a little easier, 357 00:23:58.025 --> 00:23:58.745 for the user. 358 00:23:58.745 --> 00:24:05.150 So I guess for every site it will matter, like, how many categories you have and how many what the category hierarchy is. 359 00:24:05.150 --> 00:24:08.770 If you have top level, sub levels, sub sub levels, 360 00:24:09.870 --> 00:24:13.169 yeah, you could decide what's gonna provide the best user experience. 361 00:24:13.230 --> 00:24:16.049 But, yeah, I think the key with this is now you have that flexibility 362 00:24:16.350 --> 00:24:20.395 to create the user experience that's that's spoken and best for your site. 363 00:24:21.255 --> 00:24:21.755 Cool. 364 00:24:22.055 --> 00:24:22.555 Alright. 365 00:24:22.855 --> 00:24:25.115 Awesome, Brent. Thanks for sharing your site with us. 366 00:24:25.655 --> 00:24:26.395 Thank you. 367 00:24:27.095 --> 00:24:28.075 Welcome there. 368 00:24:28.615 --> 00:24:31.495 Cool site there. I see he's added some custom fields for, 369 00:24:32.850 --> 00:24:34.150 hours. Nice there. 370 00:24:34.610 --> 00:24:36.549 Alright. Let's move on from 371 00:24:36.850 --> 00:24:37.330 this one. Yeah. 372 00:24:37.330 --> 00:24:45.650 Jason, real quick, because it is important if anybody follows the advice I gave today, there's gonna be one important step that's missing of just hiding it from the the field. 373 00:24:45.650 --> 00:24:45.975 And, 374 00:24:46.615 --> 00:24:50.315 perhaps you just wanna show that final step on the interior design demo. 375 00:24:51.015 --> 00:24:53.755 Because if you preselect the top level category 376 00:24:54.135 --> 00:25:07.170 and you do not want your members to be able to change that top level category, there's just one minor step missing at that point, and that would be going into the form and just hiding the field so that your members are not able to edit the entry. 377 00:25:07.549 --> 00:25:11.309 Absolutely. So that's that's that's a good point. I'll just take a second to show that. 378 00:25:11.309 --> 00:25:16.345 First, let's log in as a member so we can see the, what we call the best describes you field. 379 00:25:16.345 --> 00:25:17.885 So I'll just log in here. 380 00:25:18.345 --> 00:25:22.125 Oh, this is a let's just log in here. Looks like an account. 381 00:25:24.025 --> 00:25:27.865 And let's see if this person has the best describes you field. Yeah. 382 00:25:27.865 --> 00:25:30.000 So there's a top level category here. 383 00:25:31.200 --> 00:25:35.620 And what we wanna do, this membership level is the interior designer 384 00:25:35.920 --> 00:25:36.420 contributor. 385 00:25:37.200 --> 00:25:40.020 So what we wanna do is go to our form manager, 386 00:25:43.045 --> 00:25:45.925 and the name of that form is the, the contact details form. 387 00:25:45.925 --> 00:25:49.925 So I'm just gonna search contact here, and it's the listing contact details member. 388 00:25:49.925 --> 00:25:52.585 That's generally the one that the the members fill out. 389 00:25:54.245 --> 00:25:58.600 And once you're here, this is basically the form. Everything is in, 390 00:25:59.480 --> 00:26:03.580 percentage signs because they are text labels, but let me scroll down here. 391 00:26:07.000 --> 00:26:07.500 And 392 00:26:07.975 --> 00:26:15.034 what you wanna look for, if you're curious which one it is, it's the one that has the database variable name, profession ID. 393 00:26:15.735 --> 00:26:18.554 Alright. And and the field type is top level category. 394 00:26:20.700 --> 00:26:26.320 What you can do is you can you can delete this actually or you can set it to, 395 00:26:27.179 --> 00:26:33.580 well, actually, I would I would recommend just kind of deleting it because if you're if you're gonna go this route, you can always add it back if you need to. 396 00:26:33.580 --> 00:26:35.039 But let me go ahead and 397 00:26:35.565 --> 00:26:36.625 delete it here, 398 00:26:38.605 --> 00:26:40.145 and let me save the changes. 399 00:26:42.125 --> 00:26:47.825 So if I'm gonna utilize this strategy, now if I scroll down here to the top category, if I refresh the page, 400 00:26:48.169 --> 00:26:51.150 it's not there anymore. It just goes company, your position. 401 00:26:51.210 --> 00:26:53.549 So it kinda helps streamline the process during 402 00:26:53.850 --> 00:26:54.409 the sign up, 403 00:26:55.130 --> 00:26:58.409 the sign up process, excuse me, of when a member is joining your site. 404 00:26:58.409 --> 00:27:01.710 It's one less thing for them to have to worry about. But as Pat says, 405 00:27:02.010 --> 00:27:08.565 you want to make sure that there's there's if you're gonna assign a top level category that they're signing up to that top level category. 406 00:27:08.625 --> 00:27:12.804 If you just have one top level category on your site and everything is nested under that, 407 00:27:13.424 --> 00:27:14.384 that's a lot easier. 408 00:27:14.384 --> 00:27:29.360 But if you're gonna have plumbers and and tradesmen and other things like that, you wanna make sure you have a specific landing page for a specific membership level sign up, link, and that will help avoid any conflicts between who's getting assigned to which top level categories. 409 00:27:30.645 --> 00:27:31.685 But super helpful. 410 00:27:31.685 --> 00:27:36.585 I know a lot of you out there are probably excited about this, it's gonna make your life a whole lot easier, and there's a lot of applications 411 00:27:37.045 --> 00:27:40.505 for why this can be helpful. But we got a lot to cover today. 412 00:27:42.085 --> 00:27:42.985 More awesome 413 00:27:44.720 --> 00:27:46.900 updates. We have two new 414 00:27:47.280 --> 00:27:48.100 search filters, 415 00:27:48.880 --> 00:27:51.380 and I wanna go over exactly what those are. 416 00:27:52.560 --> 00:27:53.060 Now 417 00:27:53.520 --> 00:27:56.340 if you go to your transaction history 418 00:27:56.880 --> 00:27:57.120 page 419 00:27:58.425 --> 00:28:02.505 So what I did is before the webinar, I kinda made a a dummy site with some, 420 00:28:02.985 --> 00:28:05.085 just some some info that we can search. 421 00:28:05.865 --> 00:28:07.245 Let me go to that site 422 00:28:10.025 --> 00:28:12.765 and show you the search filters that you now have. 423 00:28:16.549 --> 00:28:17.610 Okay. Perfect. 424 00:28:17.909 --> 00:28:22.169 So if you come to your dashboard, a lot of you are familiar with the transaction history page. 425 00:28:23.270 --> 00:28:25.875 So the new reporting is awesome on the transaction history. 426 00:28:25.875 --> 00:28:29.635 You could see payments received, upcoming payments, past due, refund, and stuff. 427 00:28:29.635 --> 00:28:32.135 So I just loaded this site with some dummy data. 428 00:28:32.835 --> 00:28:37.235 I used the products we have at BD and things like that just to make my life easier with this. 429 00:28:37.235 --> 00:28:38.695 So what we have here, 430 00:28:39.315 --> 00:28:40.375 are two new 431 00:28:40.750 --> 00:28:43.870 things you can search. One of them is the billing cycle. 432 00:28:43.870 --> 00:28:46.929 So you can see all the payments that were either monthly, 433 00:28:47.549 --> 00:28:48.049 quarterly, 434 00:28:48.510 --> 00:28:49.010 semiannually, 435 00:28:49.789 --> 00:28:51.330 annually, or one time. 436 00:28:51.710 --> 00:28:56.555 So why is this awesome? Let's say you wanted to see how many monthly payments you received, 437 00:28:57.495 --> 00:29:00.155 two months ago. So let's let's go to August, 438 00:29:02.935 --> 00:29:06.715 and we can see with kind of the spoof data here, if we do search transactions, 439 00:29:09.400 --> 00:29:16.840 give that a second to load, so we can see that for monthly payments in this example, there was a hundred $20,000 440 00:29:16.840 --> 00:29:17.340 of, 441 00:29:18.200 --> 00:29:19.720 recurring monthly payments here. 442 00:29:19.720 --> 00:29:24.915 So you can see it says recurs monthly, and we could see the promo codes that were used and things like that. 443 00:29:24.915 --> 00:29:26.135 The second filter, 444 00:29:27.475 --> 00:29:30.295 oh, excuse me. That's for all billing cycles. Let me go monthly. 445 00:29:31.555 --> 00:29:35.495 Let's search that. So we have a date range, and we've selected the billing cycle. 446 00:29:37.100 --> 00:29:41.440 You can also search your annual. So in this one, we know that we had 26,000 447 00:29:41.660 --> 00:29:44.160 in monthly payments that were generated, 448 00:29:44.540 --> 00:29:45.840 in this time frame. 449 00:29:46.860 --> 00:29:54.655 So that's really cool because you can see kind of how much annual revenue you're you're kinda doing each month and how much monthly revenue you're actually realizing, 450 00:29:55.435 --> 00:29:56.175 each month, 451 00:29:56.635 --> 00:29:59.535 with the type of subscription cycle a member's on. 452 00:29:59.835 --> 00:30:04.815 The second thing is you can now search by the promo code that was used. 453 00:30:05.410 --> 00:30:06.950 So let me clear these fields. 454 00:30:09.730 --> 00:30:12.070 So there's a promo code that we loaded in here. 455 00:30:14.050 --> 00:30:18.310 This is VIP 30. So if we search how many times this promo code was used, 456 00:30:19.985 --> 00:30:24.804 perfect. So we can see this promo code has generated a total of 37,000 457 00:30:24.945 --> 00:30:25.605 in sales. 458 00:30:26.625 --> 00:30:30.304 There's people on subscriptions with this promo code. There's upcoming payments. 459 00:30:30.304 --> 00:30:32.780 There's some past due people on this promo code. 460 00:30:32.780 --> 00:30:35.600 There have been some refunded payments on this promo code, 461 00:30:35.980 --> 00:30:38.080 and so on. So these two new fields 462 00:30:38.380 --> 00:30:39.120 give you 463 00:30:39.500 --> 00:30:40.640 tons more reporting, 464 00:30:41.500 --> 00:30:44.400 for your transaction history. I think it's super valuable, 465 00:30:44.860 --> 00:30:46.880 for getting an idea of how your products, 466 00:30:47.415 --> 00:30:48.615 are doing and things like that. 467 00:30:48.615 --> 00:30:53.175 So obviously you can also search by the membership level, the name, the type of product that it is. 468 00:30:53.175 --> 00:30:56.795 But I think with these two, gives you a great snapshot of 469 00:30:57.095 --> 00:30:57.915 the condition, 470 00:30:58.615 --> 00:31:01.620 of your of your of your revenue with your with your company. 471 00:31:02.720 --> 00:31:05.520 And we're gonna we're gonna talk about this a little bit more later in the revenue. 472 00:31:05.520 --> 00:31:07.140 But, Pat, do you have anything to add, 473 00:31:07.600 --> 00:31:09.539 with these two new filters being here? 474 00:31:10.480 --> 00:31:12.080 I think that about covers it. 475 00:31:12.240 --> 00:31:18.695 We'll go into a lot more details soon here, but I think this is, this is pretty amazing, especially that promo code tracking. 476 00:31:19.154 --> 00:31:19.654 Awesome. 477 00:31:20.034 --> 00:31:23.315 Alright. So those are the lab updates for today. There's actually tons more. 478 00:31:23.315 --> 00:31:27.095 I just wanted to hold back because we wanted to explain these, a bit more. 479 00:31:27.450 --> 00:31:33.789 But let's let's continue and move on forward because we have a great segment coming up for you guys right now called Rick's Corner. 480 00:31:34.090 --> 00:31:41.390 And Rick is gonna kinda touch on something that's a very common question that we hear both in the Facebook group and in support tickets. 481 00:31:41.865 --> 00:31:47.305 It's how to add and edit fields that members fill out for their profiles. 482 00:31:47.305 --> 00:31:50.365 And we kinda saw an example of that on Brent's site right now. 483 00:31:50.665 --> 00:31:55.165 So, Rick, can you tell us a little about what this problem is and and, how we can solve it? 484 00:31:55.570 --> 00:31:57.750 Sure thing, Jason, and thank you very much. 485 00:31:58.370 --> 00:32:04.470 So, basically, what happens is that the website comes by default with certain profiles and certain fields 486 00:32:04.930 --> 00:32:06.150 already, predetermined. 487 00:32:06.450 --> 00:32:11.110 Right? However, there are specific scenarios in which you might need to change 488 00:32:11.535 --> 00:32:11.975 those, 489 00:32:12.415 --> 00:32:17.075 those form fields. You might need to tailor them more towards your own industry 490 00:32:17.455 --> 00:32:21.315 rather than the generic type of field that we, that we set up by default. 491 00:32:21.855 --> 00:32:23.795 So the idea behind today's 492 00:32:24.335 --> 00:32:26.730 webinar is to show you how easy it is, 493 00:32:27.210 --> 00:32:36.669 to modify those fields, to even add new fields in case you need to, and what are the two settings that you need to play around with if you wanna hide a field, 494 00:32:37.290 --> 00:32:41.470 from the from the form itself or if you wanna hide it from the live profile. 495 00:32:42.105 --> 00:32:46.665 So, Rick, what are some of the you said that your site comes with, like, kinda some preset form fields. 496 00:32:46.665 --> 00:32:49.485 Like, what what kind of form fields are we talking about here? 497 00:32:49.945 --> 00:32:50.585 Good question. 498 00:32:50.985 --> 00:32:54.125 Jason, so for example, like, the awards, the honors and awards 499 00:32:54.769 --> 00:32:58.149 fields, like, those that show up on the listing details form, 500 00:32:59.010 --> 00:32:59.250 the, 501 00:32:59.889 --> 00:33:02.130 the the honors and awards, like, the, 502 00:33:02.730 --> 00:33:08.630 the the, quote or motto, for example, that's also another one that shows up on the listing details, 503 00:33:09.765 --> 00:33:14.025 preferred forms of payment. Those are all different, like, those are different 504 00:33:14.325 --> 00:33:15.065 and optional 505 00:33:15.445 --> 00:33:18.185 form fields that show up by default on your website. 506 00:33:19.205 --> 00:33:20.665 Alright. Cool. So 507 00:33:21.040 --> 00:33:23.360 can I wanna pass over the controls to you? 508 00:33:23.360 --> 00:33:28.400 Can you kinda show us let's say I wanted to get rid of honors and awards, and I wanted to just create something new. 509 00:33:28.400 --> 00:33:30.980 Can you kinda show us how we can we can do that? 510 00:33:31.760 --> 00:33:36.335 Yes. I'll be happy to. Please go ahead and share the controls if you don't mind. Alright. 511 00:33:36.335 --> 00:33:37.475 You got it, Rick. 512 00:33:38.495 --> 00:33:39.395 Okay. Perfect. 513 00:33:40.255 --> 00:33:40.755 Alright. 514 00:33:41.775 --> 00:33:47.155 So let me go ahead and use this, let me go ahead and use this website that I'm on, right now. 515 00:33:47.215 --> 00:33:51.235 You should be this is just the same site that Pat was using before. 516 00:33:52.020 --> 00:33:54.760 So these are the let's go ahead and get to the, 517 00:33:55.300 --> 00:33:57.960 form manager so we can start the edit process. 518 00:33:58.340 --> 00:34:01.800 So we're gonna navigate to toolbox. We're gonna open up the form manager. 519 00:34:02.420 --> 00:34:05.320 The form that we're gonna edit is the listing details, 520 00:34:05.875 --> 00:34:10.215 for for the members. Let me go ahead and search for listing details. 521 00:34:13.074 --> 00:34:13.574 Details. 522 00:34:14.994 --> 00:34:15.494 Alright. 523 00:34:16.435 --> 00:34:20.589 The one that we're gonna edit is this one, the one related to the member. Alright? 524 00:34:20.589 --> 00:34:22.690 So let me go ahead and hit edit here. 525 00:34:24.030 --> 00:34:28.829 What what basically I'm after here are the different form fields that we were talking about before. 526 00:34:28.829 --> 00:34:32.849 So I'm just gonna scroll down here, and we here we get to the honors and awards. 527 00:34:33.790 --> 00:34:36.475 If we jump to the to the 528 00:34:36.855 --> 00:34:40.055 member's dashboard, basically, this is how it's going to look for them. 529 00:34:40.055 --> 00:34:41.915 So let me go to the listing details 530 00:34:42.535 --> 00:34:43.835 form here real quick, 531 00:34:44.535 --> 00:34:47.760 and this is the form field that we're basically gonna work on. 532 00:34:48.239 --> 00:34:52.659 Alright. So this is a this is a multi multi line text input field. 533 00:34:53.120 --> 00:34:58.500 We we can also play around with that, and that's another easy setting that we have our our disposal. 534 00:34:59.200 --> 00:35:01.200 So let's say that we wanna change the wording. 535 00:35:01.200 --> 00:35:04.525 So honors and awards is not basically gonna work for me at this point. 536 00:35:04.525 --> 00:35:06.385 So I'm gonna change this to my, 537 00:35:07.565 --> 00:35:08.065 favorite 538 00:35:08.685 --> 00:35:09.185 colors. 539 00:35:09.645 --> 00:35:15.585 Alright? And I'm gonna switch this from a multiline text input field. I'm gonna switch that 540 00:35:15.900 --> 00:35:16.400 to, 541 00:35:16.940 --> 00:35:18.880 drop down drop down select 542 00:35:19.420 --> 00:35:19.819 just, 543 00:35:20.299 --> 00:35:24.780 for the purpose of this demonstration. Right? I'm just gonna go ahead and add some colors here. 544 00:35:24.780 --> 00:35:25.680 So green, 545 00:35:26.460 --> 00:35:26.960 comma, 546 00:35:27.500 --> 00:35:28.000 red, 547 00:35:28.305 --> 00:35:29.444 comma, blue, 548 00:35:29.825 --> 00:35:30.724 comma, white. 549 00:35:31.345 --> 00:35:33.125 Alright. Then comma, black. 550 00:35:34.305 --> 00:35:36.484 Alright. Let me go ahead and save this 551 00:35:37.185 --> 00:35:38.085 here real quick. 552 00:35:38.625 --> 00:35:40.724 Alright. So now I'm gonna save the changes 553 00:35:42.720 --> 00:35:43.940 and hit okay. 554 00:35:46.160 --> 00:35:48.420 Alright. It's just gonna finish loading here. 555 00:35:49.280 --> 00:35:52.260 So after doing this, what what I'll do is just go back 556 00:35:52.720 --> 00:35:53.540 to the 557 00:35:54.234 --> 00:35:57.695 form that the member is going to ready to fill out when they're registering, 558 00:35:58.474 --> 00:35:59.295 on my website. 559 00:35:59.435 --> 00:36:07.119 And now here we have the form field that we changed to my favorite colors, and here we have green, we have red, blue, white, and black. 560 00:36:07.119 --> 00:36:07.619 So 561 00:36:08.000 --> 00:36:14.340 let's say Can you save that so we can save a color so we can see it on the what it looks like on the member's profile page? 562 00:36:15.280 --> 00:36:18.020 Of course. So let me go ahead and choose green, 563 00:36:18.320 --> 00:36:22.415 and I'm just gonna save this. So let me scroll down and hit save 564 00:36:22.955 --> 00:36:23.695 real quick. 565 00:36:24.555 --> 00:36:25.615 There you go. 566 00:36:26.475 --> 00:36:31.135 Save and process. Okay. Now let's go ahead and jump to the public listing. 567 00:36:37.230 --> 00:36:38.849 And here we have 568 00:36:39.549 --> 00:36:40.770 my favorite colors 569 00:36:41.549 --> 00:36:44.049 and the color that was selected, which is green. 570 00:36:45.275 --> 00:36:46.895 Okay. So it's super easy. 571 00:36:47.035 --> 00:36:52.655 Is there a way to get members to save that information, but if you don't want it to show up on the 572 00:36:53.195 --> 00:36:55.935 the public profile page, so it's just saved internally 573 00:36:56.235 --> 00:36:57.135 by the member? 574 00:36:58.320 --> 00:36:58.820 Yes. 575 00:36:59.280 --> 00:37:00.820 And it's super easy as well. 576 00:37:01.440 --> 00:37:05.380 The those basically are the two settings that I briefly mentioned earlier. 577 00:37:05.520 --> 00:37:10.020 Let's go ahead and check those out. So I'm gonna jump to the form and scroll down. 578 00:37:11.015 --> 00:37:15.275 Okay. So here we have my favorite colors. Right? Let me open up this 579 00:37:16.295 --> 00:37:16.795 here. 580 00:37:17.655 --> 00:37:21.595 And what we have here is show in display view and show input view. 581 00:37:21.655 --> 00:37:32.010 So the show in input view basically makes reference to the form field that the member is going to fill out, and then show in display view is basically what's gonna show up on the live profile. 582 00:37:32.470 --> 00:37:38.685 So if I switch this to no and I save the form again, even though the information has been 583 00:37:39.165 --> 00:37:46.465 saved, meaning that the the member has shared this information with the website owner, it's not gonna show up on the live profile here. 584 00:37:46.525 --> 00:37:48.625 So let's wait for that to finish loading. 585 00:37:49.965 --> 00:37:51.905 Let's go ahead and refresh this. 586 00:37:55.890 --> 00:37:59.430 So there you go. The deal is no longer showing up here. 587 00:38:00.210 --> 00:38:06.630 If we refresh the listing details form, you'll see that it's still gonna show up here. Right? 588 00:38:07.775 --> 00:38:08.415 That's awesome. Yeah. 589 00:38:08.415 --> 00:38:15.795 I think one of the number one things for especially when you're first starting your site, because that's when you're spending most of the time setting up your site, is how can you add these 590 00:38:16.175 --> 00:38:17.155 custom fields, 591 00:38:17.615 --> 00:38:23.210 that the member fills out so it's it's more in line with your industry and and the market that you're targeting. 592 00:38:23.430 --> 00:38:28.090 So how would someone go about creating a brand new? I know that you modified the honors and awards. 593 00:38:28.310 --> 00:38:33.530 Let's say we wanted to just let's say we there's, like, 50 pieces of information we wanted to collect for our members. 594 00:38:33.590 --> 00:38:35.130 How can you create a new 595 00:38:35.495 --> 00:38:41.755 type of input field that the members, will have to fill out rather than just modifying one of the existing ones? 596 00:38:42.535 --> 00:38:44.155 Alright. So, yeah, repurposing 597 00:38:44.535 --> 00:38:50.395 is always a good way to go if, yeah, if you if you can modify what's currently there, it's a lot easier. 598 00:38:51.150 --> 00:38:55.630 But actually creating a new form field on itself is it's nothing complicated at all. 599 00:38:55.950 --> 00:38:59.410 What we're gonna do is we're gonna also add it to the listing details, 600 00:39:00.190 --> 00:39:03.790 form that we're on. You're gonna click this button here in the top right corner. 601 00:39:03.790 --> 00:39:05.250 It says new form field. 602 00:39:05.795 --> 00:39:07.255 Right? What we're gonna 603 00:39:07.635 --> 00:39:09.255 add here is, my 604 00:39:10.435 --> 00:39:10.935 favorite 605 00:39:11.715 --> 00:39:12.215 motorcycles. 606 00:39:14.595 --> 00:39:18.215 Alright? So this is going to be the new form field that I'm going to create. 607 00:39:19.235 --> 00:39:20.820 Here on the field type, 608 00:39:21.460 --> 00:39:23.540 I also need to select, of course, the field type. 609 00:39:23.540 --> 00:39:26.360 I'm gonna go ahead and select the drop down select as well, 610 00:39:27.220 --> 00:39:31.220 like we did before. Very important, you need to add a database variable name. 611 00:39:31.220 --> 00:39:37.425 So when you're creating a new form field, you need to you need to create where that information is gonna be stored in the database. 612 00:39:37.565 --> 00:39:42.125 And just simply by adding a database variable name, you're basically going to create that. 613 00:39:42.365 --> 00:39:44.785 So I'm gonna call this motorcycles for now. 614 00:39:45.565 --> 00:39:47.185 Nice and simple. Yeah. 615 00:39:47.645 --> 00:39:49.210 Nice and simple. Correct. 616 00:39:49.990 --> 00:39:55.369 The other thing that I it's important to note is that when you're creating a new one, in order to have the right, 617 00:39:56.309 --> 00:39:56.809 layout 618 00:39:57.190 --> 00:40:02.809 for the for that specific form field, you need to use the following CSS class. It's called form 619 00:40:03.565 --> 00:40:04.785 hyphen control. 620 00:40:06.365 --> 00:40:09.005 Alright. So super easy. Form control. 621 00:40:09.005 --> 00:40:13.325 That will give it the nice layout that all the form fields have. 622 00:40:13.325 --> 00:40:19.820 And finally, I'm just gonna add the options. So here I'm gonna add a a few brands. So got the Honda, 623 00:40:22.440 --> 00:40:22.940 comma, 624 00:40:23.240 --> 00:40:23.740 PTM, 625 00:40:24.360 --> 00:40:25.820 comma, and BMW. 626 00:40:26.360 --> 00:40:29.980 Super easy. Alright. So now let's go ahead and save, 627 00:40:31.175 --> 00:40:32.395 save the form fields. 628 00:40:32.455 --> 00:40:38.395 Bear in mind, Jason, that I've just saved this here in the top, but you can always play around with the location of the form field. 629 00:40:38.615 --> 00:40:39.115 Right? 630 00:40:39.815 --> 00:40:43.255 What I'm what I'm basically trying to say is that if we go back to the, 631 00:40:44.420 --> 00:40:49.480 jump back here to the member's dashboard, to the listing details form, we refresh the page, 632 00:40:50.180 --> 00:40:51.560 this should show up 633 00:40:52.020 --> 00:40:54.360 on the top. Right? So my favorite motorcycles. 634 00:40:55.460 --> 00:40:58.600 Nevertheless, you can again, play around with the location. 635 00:40:58.660 --> 00:41:05.625 So we can grab it and drop it under the personal quote or quote or motto. Sorry. 636 00:41:06.005 --> 00:41:08.425 And then just save it save it again. 637 00:41:10.485 --> 00:41:14.985 Okay. Play around and hit okay, and then you're gonna be set to to go. 638 00:41:16.420 --> 00:41:21.400 Now you you keep clicking that edit button, and there's a lot of confusing options there. 639 00:41:21.700 --> 00:41:26.440 Which one is the ones that I really need to worry about or or be concerned with? 640 00:41:27.540 --> 00:41:29.400 So here, I I 641 00:41:30.915 --> 00:41:35.495 the the my favorite motorcycles that we created, and I'm gonna show you which ones. 642 00:41:35.555 --> 00:41:36.855 The one that's labeled 643 00:41:37.155 --> 00:41:41.875 show in display view and the one that's labeled show in input view. 644 00:41:41.875 --> 00:41:43.895 Those are the two that I would recommend 645 00:41:44.790 --> 00:41:48.090 focusing on. Okay. Do you want me to explain what they do? 646 00:41:49.030 --> 00:41:55.370 Well, the display view one decides if if the information is filled in, if it's gonna show on the profile page or not. 647 00:41:56.230 --> 00:42:00.855 What can you show us what the input view one does exactly? We haven't set that to no yet. 648 00:42:01.555 --> 00:42:03.895 Alright. Let's do it. So let's switch this to no. 649 00:42:04.515 --> 00:42:07.655 What that would do is that it will hide it from the from the form 650 00:42:07.955 --> 00:42:10.775 so that the member doesn't fill it out. So if I save this, 651 00:42:11.450 --> 00:42:13.950 let me just save it real quick. Hit okay. 652 00:42:14.010 --> 00:42:17.549 So bear in mind, we're we're addressing the my favorite motorcycles. 653 00:42:18.410 --> 00:42:22.670 So it's currently here under because that's where it was. If I hit refresh, 654 00:42:24.635 --> 00:42:28.655 then it's no longer gonna show. Gotcha. Super simple. So you can 655 00:42:29.115 --> 00:42:31.295 add stuff. You can make them drop downs or, 656 00:42:31.835 --> 00:42:34.974 just regular text inputs. Thank you for sharing that, Rick. 657 00:42:35.755 --> 00:42:37.454 No problem. My pleasure, Jason. 658 00:42:38.230 --> 00:42:42.810 Alright. My favorite segment here in Webinar Wednesdays has become the tip 659 00:42:43.190 --> 00:42:48.090 of the week. And sometimes we talk about marketing, setting up your site. 660 00:42:48.230 --> 00:42:52.570 This one we wanted to talk about sites that are actively generating revenue with 661 00:42:52.895 --> 00:42:55.875 a sales team. So the tip of the week here is how to track revenue 662 00:42:56.335 --> 00:42:58.195 from your sales reps. 663 00:42:59.454 --> 00:43:00.675 It's very common 664 00:43:01.135 --> 00:43:01.535 that, 665 00:43:02.494 --> 00:43:12.230 you have a site and you put a marketing team in place or a sales team in in place, and you want to pay them based on the revenue that they generate for your site. 666 00:43:13.170 --> 00:43:15.510 So we have, in the tip of the week, 667 00:43:16.210 --> 00:43:19.190 three simple ways to track your sales 668 00:43:19.725 --> 00:43:20.225 reps, 669 00:43:20.605 --> 00:43:22.045 revenue that they've generated. 670 00:43:22.045 --> 00:43:29.345 And some of it ties into some of the new features that we added today on the search filters that we just showed you on the transaction history page. 671 00:43:29.485 --> 00:43:34.865 But, Pat, can you tell us some instances or why it's important to track revenue and to do it accurately? 672 00:43:36.020 --> 00:43:37.000 No. Absolutely. 673 00:43:38.020 --> 00:43:42.200 Basically, what you wanna do is you wanna make sure that people get their due. 674 00:43:42.740 --> 00:43:49.160 If you're gonna ever have people join your team, and most growing directories do have people join their team eventually, 675 00:43:49.695 --> 00:43:53.955 It's important to have a system in place that they can have confidence in 676 00:43:54.255 --> 00:44:06.520 because nothing will deter somebody from working on your sales team or promoting your website more than them feeling that perhaps they're not getting the credit for the the the the people that they've had sign up on your website. 677 00:44:07.060 --> 00:44:12.360 Also, for your accounting purposes, it just says important for you to make sure you're not overpaying 678 00:44:13.220 --> 00:44:16.600 on on commissions and on payments to people that are selling, 679 00:44:16.980 --> 00:44:18.280 for your particular website. 680 00:44:19.565 --> 00:44:22.545 Awesome. And so we came up with three ways here. 681 00:44:24.365 --> 00:44:26.144 One of them is to 682 00:44:26.765 --> 00:44:29.265 use the membership level settings that you have 683 00:44:29.724 --> 00:44:30.224 and 684 00:44:30.605 --> 00:44:34.250 make a membership level that each sales rep gets to 685 00:44:34.630 --> 00:44:39.770 use. And then obviously through the transaction history filters, you can search search date ranges 686 00:44:40.390 --> 00:44:40.890 and, 687 00:44:41.910 --> 00:44:46.170 the product that was purchased. So if the product is like premium level hyphen 688 00:44:46.965 --> 00:44:54.085 Jason, you'll know that, or an ID number if you wanna use it, you'll know that that product sale is associated with that, 689 00:44:54.645 --> 00:44:55.465 that rep. 690 00:44:55.765 --> 00:44:58.105 The other one is to use in a managed affiliate 691 00:44:58.405 --> 00:45:04.530 software, and those are really helpful because they add a lot of automation as far as paying out the sales reps, 692 00:45:05.070 --> 00:45:08.750 and things like that. But those we'll talk about the pros and cons a little bit. 693 00:45:08.750 --> 00:45:14.450 Sometimes those require a little more complex setup and can sometimes be costly depending on the program that you use. 694 00:45:15.230 --> 00:45:16.050 And lastly, 695 00:45:16.875 --> 00:45:27.215 one of the features that we think is the best way is to provide your sales reps with their own coupon codes because now you can search by coupon code in the transaction history page. 696 00:45:27.275 --> 00:45:28.895 It's very easy to see, 697 00:45:29.195 --> 00:45:33.980 if you assign a specific coupon code to a rep, which customers utilize those codes, 698 00:45:34.440 --> 00:45:35.420 during the checkout 699 00:45:36.040 --> 00:45:36.540 process. 700 00:45:36.920 --> 00:45:42.860 So let's dive right into it and talk about the pros and cons of these three methods for tracking 701 00:45:43.240 --> 00:45:43.740 revenue. 702 00:45:44.605 --> 00:45:49.165 So, Pat, this was the first one that came to mind when we were talking about this topic. 703 00:45:49.165 --> 00:45:51.425 So what are some of the pros and cons of assigning 704 00:45:51.725 --> 00:45:56.145 an individual membership level that a rep uses, when they're trying to sell the product? 705 00:45:57.640 --> 00:46:02.300 Yeah. Well, the biggest pro is that it is quick and easy to create a product for a specific 706 00:46:02.920 --> 00:46:03.480 sales rep. 707 00:46:03.480 --> 00:46:08.380 So let's say I have, Rick is one of my sales rep, and I want him to start selling on my directory. 708 00:46:08.760 --> 00:46:12.540 I could create membership levels that I know are 100% 709 00:46:13.135 --> 00:46:16.515 dedicated to him, meaning I don't have that product on my website. 710 00:46:16.975 --> 00:46:21.475 Nobody can sign up for that product. The only way people would get access to that product 711 00:46:22.015 --> 00:46:23.075 would be if 712 00:46:24.095 --> 00:46:28.010 Rick, my sales rep, provided them with the link to to that particular sign up page. 713 00:46:28.010 --> 00:46:34.910 And if you go to the membership levels, I renamed a couple membership levels in the interior designer, and I added Rick there just as an example. 714 00:46:35.690 --> 00:46:39.465 When you all of the different products on billing directories have a sign up page. 715 00:46:39.705 --> 00:46:41.645 So this is a custom URL. 716 00:46:42.025 --> 00:46:47.785 Have had we pointed this domain and and set up the SSL for the website, it would be on your domain. 717 00:46:47.785 --> 00:46:51.165 So it would be mydomain.com/checkout/ten, 718 00:46:51.225 --> 00:46:54.359 and that would be an exclusive sign up page for Rick. 719 00:46:54.359 --> 00:47:01.980 So when he's selling to his potential prospects, he would be giving that link to complete the sign up, or perhaps he'd be collecting the credit card himself, 720 00:47:02.440 --> 00:47:08.055 and he'd be processing it on that form however he would choose to manage customers he's bringing on to the site. 721 00:47:08.055 --> 00:47:11.335 Yeah. I think this model works great when you have five or less sales reps. 722 00:47:11.495 --> 00:47:14.155 You can just make a membership level for each one of them. 723 00:47:14.455 --> 00:47:16.795 So that brings us to some of the cons is 724 00:47:17.255 --> 00:47:22.710 if you have like a premium membership level and and you have one for Pat and Rick and Jason, 725 00:47:23.170 --> 00:47:37.085 every time you you edit it and maybe you're you're gonna change the settings for that, you're gonna have to do it for each sales rep so that the the members that are part of this membership level have all the privileges or restrictions that are assigned to your premium membership level. 726 00:47:37.085 --> 00:47:39.665 So it's a small amount of of upkeep 727 00:47:40.285 --> 00:47:40.605 when, 728 00:47:41.245 --> 00:47:42.365 when you when you have, 729 00:47:43.485 --> 00:47:47.010 similar membership levels that for for, different reps. 730 00:47:47.869 --> 00:47:48.529 And then 731 00:47:48.829 --> 00:47:49.569 what that 732 00:47:49.869 --> 00:47:54.369 what that turns into is you're managing a lot of products on your site at one time. 733 00:47:54.670 --> 00:48:04.994 So rather than just having three membership plans, it's gonna be exponential based on how many sales reps are using those for their, using individual checkout pages for those products. 734 00:48:05.855 --> 00:48:10.575 But it is quick and easy, and it's easy to track that revenue on the transaction histories page. 735 00:48:10.575 --> 00:48:13.170 Just search the date range and the name of the product. 736 00:48:13.170 --> 00:48:18.230 It should have an ID or something that corresponds to the sales rep, so it's easy easily identifiable. 737 00:48:19.330 --> 00:48:19.570 Yeah. 738 00:48:19.570 --> 00:48:27.815 And something else that that I find is it just a little bit of of a nuisance at times is that if you put Rick in the name, I did it for the sake of this webinar, 739 00:48:28.115 --> 00:48:30.035 but they're gonna see that on the sign up page. 740 00:48:30.035 --> 00:48:32.035 They're gonna see that when they're logged into their account. 741 00:48:32.035 --> 00:48:34.915 They're gonna see level premium member dash Rick. 742 00:48:34.915 --> 00:48:40.055 So it's not as simple as just putting their name on there because there are different places where that name's going to appear. 743 00:48:40.240 --> 00:48:44.260 I just did it for the sake of of of demonstrating that you can create different products. 744 00:48:44.560 --> 00:48:48.560 But then you probably have very similar names of products, and you have to track them by ID. 745 00:48:48.560 --> 00:48:58.095 So the tracking could could be a little a little complex, and that could, hurt the confidence of the sales reps if there's not a clear way for them to identify which ones are theirs. 746 00:48:58.795 --> 00:48:59.535 That's right. 747 00:49:00.155 --> 00:49:02.255 Alternatively, instead of using the sales, 748 00:49:02.875 --> 00:49:05.055 sales rep's name, you could use, like, 749 00:49:06.609 --> 00:49:13.430 you can use an ID number that you come up with or just something that sounds cool to be part of the the membership label name, like 750 00:49:13.730 --> 00:49:15.970 featured member, and you could say, like, public profile. 751 00:49:15.970 --> 00:49:22.475 And you know public profile is associated to Rick, and it doesn't really hurt the sign up process for the for the customer at all. 752 00:49:22.775 --> 00:49:26.395 Correct. Something like that. Alright. Which brings us to number two, 753 00:49:27.335 --> 00:49:33.515 managed affiliate software. So what is affiliate software, Pat, and how can this be helpful? 754 00:49:34.760 --> 00:49:35.740 So affiliate 755 00:49:36.040 --> 00:49:36.540 software 756 00:49:36.920 --> 00:49:38.619 is designed specifically 757 00:49:38.920 --> 00:49:39.980 for tracking 758 00:49:40.920 --> 00:49:45.339 and paying out people that are selling and promoting your website. 759 00:49:46.040 --> 00:49:50.755 Probably one of the things that it does, that it's best at is tracking 760 00:49:51.135 --> 00:49:51.635 cookies, 761 00:49:52.175 --> 00:49:57.795 which means if I am a sales rep, I could be an active sales rep, meaning I get on the phone 762 00:49:58.255 --> 00:50:04.755 and I try to sell people to join your website or I go door to door and I try to sell your particular products. 763 00:50:05.090 --> 00:50:09.570 Or perhaps all I do is I get busy sending traffic to your website. 764 00:50:09.570 --> 00:50:13.750 Perhaps I do a Facebook campaign, and I send a ton of traffic to specific 765 00:50:14.050 --> 00:50:14.550 affiliate 766 00:50:14.930 --> 00:50:15.430 link. 767 00:50:15.650 --> 00:50:21.724 And what what this affiliate software will do is it will keep track of who visited your website 768 00:50:22.185 --> 00:50:26.505 and which person deserves credit for that person visiting your website. 769 00:50:26.505 --> 00:50:31.165 And, usually, they'll track it for ninety days, sometimes up to a hundred and eighty days. 770 00:50:31.680 --> 00:50:38.800 And if that person that you sent to the website signs up anywhere within that window, they don't need to sign up immediately when they click the link. 771 00:50:38.800 --> 00:50:53.085 But if they sign up in thirty days, they sign up in ninety days, the person that's responsible for sending them to your site via the affiliate link will get the credit for that, and the affiliate software will will take care of the payout structure, which is which is really nice. 772 00:50:54.105 --> 00:50:54.265 Yeah. 773 00:50:54.265 --> 00:51:04.450 I think that that's the best part is it they kind of you you keep a credit card or debit card on file with the affiliate software, and they'll take money out of your account that's supposed to go to the sales rep, 774 00:51:05.230 --> 00:51:06.450 and it's all automated. 775 00:51:07.070 --> 00:51:13.550 Some of them maybe can give you the option to void a transaction, maybe the there was a refund or it was false sale or invalid sale. 776 00:51:13.550 --> 00:51:15.805 You can kind of stop it through the affiliate 777 00:51:16.424 --> 00:51:16.924 program. 778 00:51:17.464 --> 00:51:19.164 So yeah, this is a great way to 779 00:51:19.625 --> 00:51:20.444 give your 780 00:51:20.744 --> 00:51:21.244 salespeople, 781 00:51:22.184 --> 00:51:23.164 links to 782 00:51:23.464 --> 00:51:26.285 to to your, your website, affiliate links to your website, 783 00:51:26.760 --> 00:51:37.980 and also maybe grow your sales force by getting lots of people to drive traffic to your website and rewarding them with a small percentage of whatever sales come from the traffic that they've diverted or attracted to your website. 784 00:51:38.520 --> 00:51:40.040 The cons here is just requires, 785 00:51:40.360 --> 00:51:44.195 some setup. You have to kinda get some embed code and put it on your site. 786 00:51:44.435 --> 00:51:47.015 Sometimes it's a little costly on the initial setup. 787 00:51:47.475 --> 00:51:50.195 And then you're gonna have to learn a new platform. 788 00:51:50.195 --> 00:51:54.595 I don't think they're terribly complicated, but you're now gonna have to manage things on on two platforms. 789 00:51:54.595 --> 00:51:59.760 But the convenience is that the payouts to the sales reps is not something you need to do with a calculator yourself. 790 00:51:59.760 --> 00:52:03.700 It'll it'll automatically do it based on the percentages for the commissions 791 00:52:04.079 --> 00:52:05.460 or flat fees that you've, 792 00:52:06.000 --> 00:52:08.559 assigned for that sales rep. That that's correct. 793 00:52:08.559 --> 00:52:13.615 And I've seen a I've seen a lot of people that are starting out in particular, perhaps it's their first online business, 794 00:52:13.994 --> 00:52:16.415 and they're just basically getting their proof of concept. 795 00:52:16.475 --> 00:52:21.215 And they spend a lot of time setting up their affiliate software, learning that new tool. 796 00:52:21.915 --> 00:52:25.170 Like you say, oftentimes, it's quite costly to get that set up. 797 00:52:25.170 --> 00:52:48.724 And what they don't realize is if you're just a start up and you just got started and you think you're just gonna set up your affiliate software and people will be banging on your door to sell your website, there's no traffic, there's no value, it's very it's a very competitive, landscape, meaning that these the people that sign up for affiliate software and they wanna start selling products that can sell, they're they're quite picky in terms of what it is they're gonna wanna sell. 798 00:52:48.945 --> 00:52:53.019 So probably, this would not be where I would start, and I think you can introduce another one. 799 00:52:53.019 --> 00:52:58.720 I think it's a much better option for somebody that's getting started, and that they can easily track the sales. 800 00:52:58.779 --> 00:53:03.980 And it's quite easy to set up and bring a lot of value to the affiliates that you bring on board. 801 00:53:03.980 --> 00:53:06.480 That's right. And that brings us to door number three here. 802 00:53:07.244 --> 00:53:08.144 That will be 803 00:53:08.765 --> 00:53:10.785 assigning specific coupon codes 804 00:53:11.085 --> 00:53:11.904 for each 805 00:53:12.365 --> 00:53:13.265 sales rep. 806 00:53:13.644 --> 00:53:20.365 So can you tell us a little bit about how this one works, Pat, and why I think we both and Rick think that this is the best, 807 00:53:20.765 --> 00:53:21.265 option, 808 00:53:21.780 --> 00:53:26.840 whether you're starting or even if you're more established now with this the new, transaction history search filter. 809 00:53:27.700 --> 00:53:32.200 Yeah. And and and and there's a lot of value with this. First and foremost, 810 00:53:32.980 --> 00:53:38.105 thanks to the new filters that you've introduced in the transaction tab, you're able to forever 811 00:53:38.885 --> 00:53:46.825 track how much revenue you need to pay out to your sales reps, which means if I use a coupon code and I give a 20% 812 00:53:47.125 --> 00:53:55.269 discount on the recurring billing using that coupon code, As long as that coupon code is getting used, I'm gonna be able to track that in the billing transactions. 813 00:53:55.890 --> 00:53:58.769 What's great about this is I would have my core products. 814 00:53:58.769 --> 00:54:03.430 I would have a basic level, and I would have a premium level for well, just for simplicity's 815 00:54:03.730 --> 00:54:05.555 sake. I don't need to have 816 00:54:05.935 --> 00:54:08.974 85 different products. I just have those two products. 817 00:54:08.974 --> 00:54:14.595 And what I can do is I can create an infinity amount of coupon codes and give them to sales reps. 818 00:54:14.895 --> 00:54:19.770 At that point, when people use the coupon codes and they sign up, they everybody has a consistent name. 819 00:54:19.930 --> 00:54:23.210 Everybody signed up as either a basic member or a premium member. 820 00:54:23.210 --> 00:54:30.250 If I'm doing a marketing campaign to upsell my basic members to premium members, I don't need to do it to 15 different products. 821 00:54:30.250 --> 00:54:32.270 I just need to select that one 822 00:54:32.595 --> 00:54:35.494 individual membership level. So it really simplifies 823 00:54:36.035 --> 00:54:36.775 the management 824 00:54:37.075 --> 00:54:37.975 of your members. 825 00:54:39.155 --> 00:54:39.315 Yeah. 826 00:54:39.315 --> 00:54:45.715 So let me let's go back to that that's that kind of the the dummy website with the with the data in it, the transaction data in it. 827 00:54:45.715 --> 00:54:50.430 Let me get there, and let's actually do some searches for coupon codes and and see what we can get. 828 00:54:50.430 --> 00:54:51.730 Let me pull one up here. 829 00:54:52.350 --> 00:54:55.170 Alright. Alright. So here is search for 830 00:54:55.710 --> 00:54:59.170 a coupon code a coupon code VIP25. 831 00:54:59.390 --> 00:55:01.170 So we can see for all time, 832 00:55:02.885 --> 00:55:06.505 it's done this much revenue and and there's past due and refund. 833 00:55:06.885 --> 00:55:12.984 What what's really sweet is your sales reps are gonna go wanna get paid for the work they did, during a certain month. 834 00:55:13.445 --> 00:55:19.380 So generally, you pay out either 30 or 60 days after just to compensate for any refunds or credit card chargebacks. 835 00:55:19.920 --> 00:55:21.840 But what is today? That that we're in October. 836 00:55:21.840 --> 00:55:27.940 So let's say we're gonna pay out our sales reps for the sales they did not in September, but in August. 837 00:55:28.320 --> 00:55:30.340 So we Okay. Go to the date range picker. 838 00:55:31.515 --> 00:55:35.115 Let's say VIP twenty five is Pat's secret code that I have for him. 839 00:55:35.115 --> 00:55:39.615 So I know any sales from VIP 25 were were from the sales rep, Pat. 840 00:55:39.835 --> 00:55:42.095 Just gonna do a quick search here. 841 00:55:44.620 --> 00:55:45.580 So I know that, 842 00:55:45.980 --> 00:55:47.760 VIP 25 generated 843 00:55:48.380 --> 00:55:50.960 five sales, $386, 844 00:55:51.180 --> 00:55:53.040 and Pat's commission is 10%. 845 00:55:53.100 --> 00:55:55.725 So I know exactly how much I need to send to Pat, 846 00:55:56.125 --> 00:55:59.345 for his sales in August, as a sales rep for the company. 847 00:55:59.965 --> 00:56:01.645 And, honestly, it's simple as that. 848 00:56:01.645 --> 00:56:10.270 You can just keep track of how much you've paid out the sales rep somewhere in Excel just so there's some history on that, and probably that you're gonna send it with a check or your bank account. 849 00:56:10.270 --> 00:56:11.809 That'll record it for you anyways, 850 00:56:12.430 --> 00:56:16.670 and you're and you're good to go. Any other input on this, Pat? Or Yeah. Yeah. 851 00:56:16.670 --> 00:56:23.329 I I think just looking at the pros and cons list that you had up, I think another one that we haven't touched on is the fact that you're giving them 852 00:56:23.865 --> 00:56:29.305 a reason a a good reason to to sell. If I'm a sales rep and you're telling me, hey. 853 00:56:29.305 --> 00:56:31.705 Here's a promo code worth 25% 854 00:56:31.705 --> 00:56:37.545 off my website for life. A lot of you might say, but I don't wanna lower my prices by 25% 855 00:56:37.545 --> 00:56:41.599 because I wanna be able to charge this set amount of of of the set rate. 856 00:56:41.740 --> 00:56:48.700 What I recommend in that case is you just you just increase the price of your website to give your sales rep an edge when they're selling. 857 00:56:48.700 --> 00:56:49.839 If they can offer 858 00:56:50.140 --> 00:56:52.160 the potential customers a discount, 859 00:56:52.685 --> 00:56:58.385 then they'll know that there's there that you those potential members are less likely to sign up on their own. 860 00:56:58.445 --> 00:56:59.505 What's really important 861 00:57:00.125 --> 00:57:02.785 is, as a sales rep, I wanna have confidence 862 00:57:03.244 --> 00:57:12.560 that if I send someone to your website and I give them that coupon code, that they're not gonna find a cheaper or similar rate on your website because I'm not gonna have the confidence that they're gonna go through with that sign up. 863 00:57:12.560 --> 00:57:14.660 So these coupon codes gives 864 00:57:15.040 --> 00:57:19.220 your sales rep that confidence that, hey. Even if they talk about the website, 865 00:57:20.035 --> 00:57:26.935 they're gonna definitely wanna use that coupon code because that's the cheapest point of entry, whereas the first option we share doesn't give you that benefit. 866 00:57:27.155 --> 00:57:34.530 I might go to the membership, page to sign up and not sign up and browse the site and sign up later, and that sales rep wouldn't get the credit for that. 867 00:57:34.690 --> 00:57:36.390 So I really like this option. 868 00:57:37.170 --> 00:57:39.970 I do as well. And, really, there's only one con with this command. 869 00:57:39.970 --> 00:57:43.190 It's really compared to the affiliate program. So with the affiliate program, 870 00:57:43.650 --> 00:57:47.510 if I send traffic to your site today, a person to your website today, 871 00:57:47.875 --> 00:57:48.855 the web browser 872 00:57:49.235 --> 00:57:55.095 remembers who that customer is and that my website as a sales rep send them to to you. 873 00:57:55.395 --> 00:58:01.830 So if they end up buying ten days let later, I still get the credit for sending them to your website in the first place. 874 00:58:02.710 --> 00:58:07.750 And then again, the the buyer must use the promo code to connect it to the sales rep. 875 00:58:07.750 --> 00:58:13.130 But as Pat said, if if the promo code provides them with a little bit of a discount, their incentive the customer is incentivized 876 00:58:13.670 --> 00:58:16.615 to utilize it, and everyone wins at the end of the day. 877 00:58:16.615 --> 00:58:19.275 So you lose a little bit of the automation that comes with affiliate 878 00:58:19.575 --> 00:58:24.775 software, but there's a lot more convenience with how quick and easy this one really is, and how easy, 879 00:58:25.494 --> 00:58:31.640 and more about how easy it is to give out promo codes to your members and see the reporting on which promo codes, 880 00:58:32.339 --> 00:58:35.160 are for new and recurring sales are being generated. 881 00:58:35.700 --> 00:58:36.200 Yep. 882 00:58:36.900 --> 00:58:37.400 Awesome. 883 00:58:37.940 --> 00:58:40.820 Let's, let's pass it to you guys in the audience here. 884 00:58:40.820 --> 00:58:44.645 Raise your hand if you have a sales team, and if and if you're tracking, 885 00:58:46.225 --> 00:58:50.325 how you're tracking. We will tracking sales. We wanna know what tools you might be using, 886 00:58:51.105 --> 00:58:55.285 or if you have sales reps or you're thinking of of starting an affiliate program, 887 00:58:55.905 --> 00:58:58.085 this might be a better way, 888 00:58:58.880 --> 00:59:03.980 to to track sales from from people on your team. So if we got any hands up. We got Linda. 889 00:59:04.599 --> 00:59:05.900 Linda, how are you today? 890 00:59:06.599 --> 00:59:09.579 I'm doing great. How are you? Excellent. Where are you calling in today? 891 00:59:10.605 --> 00:59:15.345 Huntington Beach, California. Hey. We just took a trip to Huntington Beach. Beautiful weather there. 892 00:59:16.045 --> 00:59:16.785 Oh, yeah. 893 00:59:17.244 --> 00:59:20.785 And is this your first webinar with us? Have you been in webinars before? 894 00:59:21.005 --> 00:59:25.740 I was I was here last week. Awesome. Awesome. And how's the webinar today for you, 895 00:59:26.780 --> 00:59:30.380 really good. I'm learning some stuff. I don't have any affiliates yet. 896 00:59:30.380 --> 00:59:33.360 I'm looking to sign up a couple of people, 897 00:59:33.980 --> 00:59:37.440 and I really like the coupon code thing. I do have a question. 898 00:59:37.895 --> 00:59:40.714 So what if I did so I have three 899 00:59:41.095 --> 00:59:42.875 I have three membership levels, 900 00:59:43.974 --> 00:59:46.555 paid membership levels. So what if I did 901 00:59:47.255 --> 00:59:51.115 three separate paid membership levels for all of my affiliates 902 00:59:51.549 --> 00:59:57.329 and gave each individual affiliate a coupon code so I could track them. Is that something that 903 00:59:58.829 --> 01:00:00.289 would be a good way to do it? 904 01:00:01.190 --> 01:00:04.769 So Just so that so that discount. Say that one more time. 905 01:00:05.069 --> 01:00:06.769 So you have three sales reps. 906 01:00:07.545 --> 01:00:12.025 I don't have any sales reps yet. I have three three paid membership. Right. Yeah. 907 01:00:12.025 --> 01:00:13.565 Three three membership levels, 908 01:00:14.105 --> 01:00:17.645 and I don't have sales reps yet. But I thought about doing 909 01:00:18.105 --> 01:00:22.045 three separate membership levels with the same pricing and then giving 910 01:00:24.050 --> 01:00:24.710 the affiliates 911 01:00:25.010 --> 01:00:26.470 coupon codes to use. 912 01:00:27.090 --> 01:00:32.470 So, yeah, you'd be you'd be taking advantage of number three and one here. So let me go backtrack. 913 01:00:32.930 --> 01:00:38.070 You'd be assigning specific products to the reps and providing them with coupon codes to use. 914 01:00:39.085 --> 01:00:42.445 Yeah. But each individual rep wouldn't have individual products. 915 01:00:42.445 --> 01:00:46.365 It would be the same three products for any reps that I have. Is that Gotcha. 916 01:00:46.365 --> 01:00:48.365 So you think that was workable? Yeah. 917 01:00:48.365 --> 01:00:55.500 With the coupon codes, actually, that should work smoothly, and you'll just need to keep track of which coupon codes are associated to which reps. 918 01:00:55.500 --> 01:00:56.880 That's all you need to do. Yes. 919 01:00:57.260 --> 01:01:00.160 Exactly. Okay. Perfect. I think you'll be good to go. 920 01:01:00.539 --> 01:01:03.119 Thank you. Thank you, Linda. Good question there. 921 01:01:03.420 --> 01:01:05.200 And so she'll be using strategy 922 01:01:05.500 --> 01:01:10.255 number three there. See if anyone else has their hands up. I think it's pretty self explanatory. 923 01:01:12.395 --> 01:01:13.295 Okay. Great. 924 01:01:14.075 --> 01:01:18.734 So hopefully that's helpful for some of you out there, and we can move on to 925 01:01:20.400 --> 01:01:24.740 our favorite part, questions and answers. If you have questions about your Brilliant Directories 926 01:01:25.359 --> 01:01:25.859 website, 927 01:01:26.240 --> 01:01:34.160 on how things work, maybe you're trying to troubleshoot something, maybe you're trying to grow your community and you might feel like you're stuck, we'd love to take your questions now. 928 01:01:34.160 --> 01:01:40.745 You can chat them in or you can use the raise your hand feature, and we'd be happy to unmute your microphone 929 01:01:41.205 --> 01:01:42.825 and take, your questions. 930 01:01:43.285 --> 01:01:46.985 And we have our good friend, Yolani. Yolani, how are you? 931 01:01:48.165 --> 01:01:50.505 Hi. How are you? Excellent, Yolani. 932 01:01:51.010 --> 01:01:52.390 Where are you calling in from today? 933 01:01:54.210 --> 01:01:55.030 From Panama. 934 01:01:55.570 --> 01:01:56.070 Panama. 935 01:01:56.530 --> 01:01:56.850 You're, 936 01:01:57.810 --> 01:02:01.350 you've been on the previous webinars. Is your website the mucho gusto website? 937 01:02:02.210 --> 01:02:02.625 Yeah. 938 01:02:03.025 --> 01:02:06.065 Awesome. Awesome. Well, no. It's great great that you joined us today. Thank you. 939 01:02:06.065 --> 01:02:06.885 What's your question? 940 01:02:08.145 --> 01:02:09.605 Hey, Jason. We, 941 01:02:10.945 --> 01:02:12.085 we enrolled in 942 01:02:12.945 --> 01:02:15.365 some local content context, 943 01:02:16.390 --> 01:02:18.410 And then, we've we've been chosen, 944 01:02:19.590 --> 01:02:21.210 first for the ecommerce 945 01:02:21.510 --> 01:02:23.130 day startup competition. 946 01:02:23.830 --> 01:02:25.050 K. Awesome. Congratulations. 947 01:02:26.150 --> 01:02:28.730 Thank you. And that's gonna be tomorrow. 948 01:02:30.835 --> 01:02:36.375 And then, we have been accepted to another one, and that's gonna be taking place 949 01:02:36.755 --> 01:02:37.255 on 950 01:02:37.715 --> 01:02:39.095 October. 951 01:02:39.875 --> 01:02:40.375 So, 952 01:02:41.235 --> 01:02:43.895 my question, we are a little bit nervous about, 953 01:02:44.910 --> 01:02:47.329 We have an all in one local guy, 954 01:02:47.790 --> 01:02:48.109 and, 955 01:02:49.309 --> 01:02:53.410 I guess my question because our biggest thing is, like, we always get asked, like, 956 01:02:53.869 --> 01:02:59.170 what should I pay you if there is free services with Facebook, for example? 957 01:03:01.184 --> 01:03:07.125 And and then the second thing, because we are start up, we haven't invest in any advertising yet, so 958 01:03:07.664 --> 01:03:09.684 we probably don't have that tracking 959 01:03:10.785 --> 01:03:11.285 like 960 01:03:11.585 --> 01:03:13.045 Bakes to do or other 961 01:03:13.970 --> 01:03:16.789 directors, but this is where we at right now. 962 01:03:17.329 --> 01:03:21.750 And I wanted to ask your opinion, your quick opinion or your advice, 963 01:03:22.609 --> 01:03:24.789 probably in the things that we should, 964 01:03:26.210 --> 01:03:30.845 talk about the the main top things that might make us different, you know. 965 01:03:32.105 --> 01:03:36.045 Gotcha. So, yeah, we talk about this a lot in the webinars. First of all, congratulations. 966 01:03:36.425 --> 01:03:37.725 So just in case, 967 01:03:38.505 --> 01:03:42.270 so to make sure everyone got that, Yolani has submitted her 968 01:03:42.590 --> 01:03:44.850 her website more of as a company, 969 01:03:45.630 --> 01:03:46.690 to an ecommerce, 970 01:03:47.550 --> 01:03:48.770 contest and competitions, 971 01:03:49.070 --> 01:03:51.250 and you've been selected to be showcased 972 01:03:51.630 --> 01:03:53.010 is is what you meant? Right. 973 01:03:53.390 --> 01:03:57.490 So Yeah. We we are gonna be in the competition. So if we win, 974 01:03:58.295 --> 01:04:03.175 for Panama, then we go and compete with other Latin American countries. Gotcha. 975 01:04:03.175 --> 01:04:05.115 This isn't the first time I've heard this. 976 01:04:06.935 --> 01:04:09.415 Brandon Chris, I think he's been on the webinars before. 977 01:04:09.655 --> 01:04:12.395 He had a a directory, and he won a a competition. 978 01:04:12.870 --> 01:04:16.150 I believe he said on the webinar that that he won a $50,000 979 01:04:16.150 --> 01:04:20.250 prize for submitting his his site to, for a certain industry. 980 01:04:20.390 --> 01:04:24.630 So that's great to hear that you're you're taking it to the next level and it's great advertising too. 981 01:04:24.630 --> 01:04:28.025 Even if you don't win the contest, being a part of it is great advertising, 982 01:04:28.325 --> 01:04:29.545 because you get to showcase 983 01:04:30.005 --> 01:04:30.744 your website. 984 01:04:31.605 --> 01:04:39.925 So your question is, how can you explain to people why your website is different than joining, like, another type of business directory website? 985 01:04:39.925 --> 01:04:40.744 Is that correct? 986 01:04:42.350 --> 01:04:45.150 Right. Okay. Well, I wanna do one thing first. 987 01:04:45.150 --> 01:04:49.490 I see and by the way, you've translated your site in Spanish. I see you have events 988 01:04:50.990 --> 01:04:51.810 and products 989 01:04:53.310 --> 01:04:54.130 and classifieds 990 01:04:55.685 --> 01:04:56.505 and galleries. 991 01:04:58.005 --> 01:04:59.865 Do all of these have content, 992 01:05:00.485 --> 01:05:00.985 Yolani? 993 01:05:03.925 --> 01:05:10.050 They do. Not much content, though. Okay. But this is a startup competition you've joined. Right? 994 01:05:10.370 --> 01:05:12.610 It is a startup competition. Yeah. Right. 995 01:05:12.610 --> 01:05:20.630 So so showing them that you've you've you have these features available for people to is is just as important as having a lot of content, I'm assuming. 996 01:05:21.570 --> 01:05:25.875 Yes. That any members can Because it's it's an ecommerce, so we gotta showcase 997 01:05:26.335 --> 01:05:28.675 that, you know, they they build in the technology 998 01:05:29.535 --> 01:05:31.635 of their Mucho Gusto platform. 999 01:05:32.895 --> 01:05:37.935 Gotcha. So let me ask you a question. What what purpose did you create Mucho Gusto for? 1000 01:05:37.935 --> 01:05:39.869 What is your mission of of? 1001 01:05:42.090 --> 01:05:42.590 Okay. 1002 01:05:43.690 --> 01:05:44.670 It's a marketplace 1003 01:05:45.930 --> 01:05:46.830 for the users 1004 01:05:47.930 --> 01:05:48.830 while provides 1005 01:05:49.369 --> 01:05:49.869 multiple 1006 01:05:50.890 --> 01:05:52.670 marketing promotion tools 1007 01:05:53.050 --> 01:05:53.790 for the 1008 01:05:54.265 --> 01:05:54.765 SMBs, 1009 01:05:55.705 --> 01:05:56.845 the small to medium 1010 01:05:57.545 --> 01:05:58.525 size business. 1011 01:06:00.025 --> 01:06:00.525 Okay. 1012 01:06:00.905 --> 01:06:02.605 And what problem is it solving? 1013 01:06:04.425 --> 01:06:10.120 We believe that the small to medium size business don't have too much money to invest 1014 01:06:10.900 --> 01:06:11.640 in traditional 1015 01:06:11.940 --> 01:06:13.320 marketing like TV, 1016 01:06:14.820 --> 01:06:15.320 radio, 1017 01:06:16.580 --> 01:06:17.080 magazines, 1018 01:06:18.180 --> 01:06:18.680 billboards. 1019 01:06:19.780 --> 01:06:20.280 And, 1020 01:06:21.460 --> 01:06:23.560 is the window where they can 1021 01:06:24.135 --> 01:06:24.635 showcase 1022 01:06:25.255 --> 01:06:26.395 at a cheaper 1023 01:06:27.175 --> 01:06:28.875 on a more affordable price 1024 01:06:29.335 --> 01:06:31.755 because it's about digital media 1025 01:06:32.615 --> 01:06:34.475 and digital marketing tool. 1026 01:06:34.855 --> 01:06:40.880 So let's say I'm a small to medium sized business, and I join your website, and I add a video, and I add a coupon. 1027 01:06:41.660 --> 01:06:46.559 What are you gonna do for me after that? How how am I getting broadcasted to the world? 1028 01:06:47.900 --> 01:06:50.079 Yeah. We are gonna we are using, 1029 01:06:51.705 --> 01:06:55.405 some social media tools that Instagram and Facebook to 1030 01:06:55.865 --> 01:06:56.505 promote the, 1031 01:06:57.545 --> 01:06:59.565 whichever side. But, also, 1032 01:07:00.745 --> 01:07:02.925 we are attending a lot of, 1033 01:07:04.105 --> 01:07:04.605 networking 1034 01:07:04.905 --> 01:07:05.405 events. 1035 01:07:05.810 --> 01:07:07.250 We are working with some 1036 01:07:08.050 --> 01:07:12.869 we are doing some negotiations with local allies, like one of the local banks. 1037 01:07:13.810 --> 01:07:16.230 They are very big in the SMBs, 1038 01:07:17.010 --> 01:07:22.605 and we are just very close to close the deal where they can endorse us 1039 01:07:23.625 --> 01:07:25.305 because they host different, 1040 01:07:25.625 --> 01:07:28.045 events throughout the whole country to promote, 1041 01:07:30.185 --> 01:07:33.165 things that can help the SMBs to grow. 1042 01:07:34.440 --> 01:07:39.500 We are also Oh, wait. I'm so I wanna stop you right there. So you brought up a good point. 1043 01:07:39.800 --> 01:07:43.900 So you just said to help the SMBs grow. So from an infrastructure 1044 01:07:44.840 --> 01:07:47.980 standpoint, like, if my business needs more, like, a loan, 1045 01:07:48.485 --> 01:07:53.045 like so so that would be, like, if the bank is gonna help me, that's more business to business. 1046 01:07:53.045 --> 01:07:59.465 Or are you trying to connect the SMBs with with end user or consumers coming to this website, the end user, the customer? 1047 01:08:00.660 --> 01:08:03.799 They they normally the banks are hosting, like, 1048 01:08:05.059 --> 01:08:08.680 business events where people go and network, and they also learn 1049 01:08:09.380 --> 01:08:13.799 just like you are doing with, Brilliant. They are learning different tools. 1050 01:08:15.155 --> 01:08:17.255 So the bank has, like, a little 1051 01:08:17.715 --> 01:08:18.854 trade show where 1052 01:08:19.475 --> 01:08:20.774 there's gonna be local, 1053 01:08:21.875 --> 01:08:22.375 providers 1054 01:08:22.835 --> 01:08:24.135 and there are speakers. 1055 01:08:24.595 --> 01:08:27.095 And then people go network where people live. 1056 01:08:27.510 --> 01:08:28.250 And where 1057 01:08:29.029 --> 01:08:31.930 is trying to do is, like, okay. They leave, but 1058 01:08:32.310 --> 01:08:34.330 is a directory where you can stay. 1059 01:08:34.870 --> 01:08:37.450 So beyond the network event, 1060 01:08:38.149 --> 01:08:39.130 then all the, 1061 01:08:39.910 --> 01:08:44.225 SMBs can stay here, and then we can keep networking twenty four seven. 1062 01:08:45.405 --> 01:08:48.545 Okay. So you wanna help SMBs strengthen their operations 1063 01:08:49.405 --> 01:08:51.665 and connect SMBs with more customers? 1064 01:08:52.925 --> 01:08:55.585 Right. SMBs can connect with other, 1065 01:08:56.620 --> 01:08:57.120 businesses, 1066 01:08:57.819 --> 01:08:59.520 but they can also find 1067 01:09:00.220 --> 01:09:00.720 clients 1068 01:09:01.100 --> 01:09:01.600 because 1069 01:09:02.859 --> 01:09:04.160 they are gonna be users. 1070 01:09:05.739 --> 01:09:11.435 Once we advertise the platform, they're gonna be users. Okay. So wanna go to the show store. 1071 01:09:11.435 --> 01:09:16.255 So what is your plan to attract customers, the end users that need 1072 01:09:16.955 --> 01:09:18.975 to to the businesses on your website? 1073 01:09:19.995 --> 01:09:21.935 Right. That's where the end 1074 01:09:22.635 --> 01:09:24.655 end SMB comes in place. 1075 01:09:26.590 --> 01:09:27.650 As an SMB, 1076 01:09:28.030 --> 01:09:28.850 you can advertise 1077 01:09:29.150 --> 01:09:29.970 your business 1078 01:09:30.750 --> 01:09:31.490 and then 1079 01:09:31.870 --> 01:09:35.730 create your coupons and your events and all the attraction 1080 01:09:36.670 --> 01:09:38.290 that the users need. 1081 01:09:38.955 --> 01:09:42.895 Once we advertise the u the platform to the users, 1082 01:09:43.595 --> 01:09:46.255 then the users can come and then find 1083 01:09:46.555 --> 01:09:48.655 all those promotion and attractions. 1084 01:09:48.955 --> 01:09:54.170 So how are you gonna how are you gonna advertise this website to the the customers the consumers? 1085 01:09:54.469 --> 01:09:55.530 We have a 1086 01:09:55.910 --> 01:09:59.530 a plan for a mix of traditional marketing 1087 01:09:59.910 --> 01:10:00.410 and, 1088 01:10:02.230 --> 01:10:06.810 digital marketing. Of course, focusing a little bit more in digital marketing. 1089 01:10:07.425 --> 01:10:08.325 That would be, 1090 01:10:08.945 --> 01:10:09.845 Google Ads, 1091 01:10:10.945 --> 01:10:18.405 Instagram ads, Facebook ads, and then, of course, the allies that we are working on and the networking events. 1092 01:10:19.185 --> 01:10:21.510 And probably some is speaking out 1093 01:10:21.829 --> 01:10:24.570 opportunities where we can go and talk. Okay. 1094 01:10:25.590 --> 01:10:30.710 Okay. I wanna just interrupt you for a minute. Now is this website for any Spanish speaker? 1095 01:10:30.710 --> 01:10:33.690 Are you focusing in on Panama or a specific country? 1096 01:10:34.469 --> 01:10:38.545 Right now, we are focusing in Panama Okay. Okay. Because, 1097 01:10:39.405 --> 01:10:41.744 our plan is to prove that it works locally. 1098 01:10:42.284 --> 01:10:44.784 Okay. And then we with my goal 1099 01:10:45.324 --> 01:10:46.145 beyond that. 1100 01:10:46.764 --> 01:10:50.385 Focusing on Panama is huge. I'm gonna pass it over to Pat. 1101 01:10:50.445 --> 01:10:54.930 Pat, can you tell us because, I mean, The United States is a huge country. 1102 01:10:54.930 --> 01:10:57.110 But when you're talking about a country like Panama, 1103 01:10:57.810 --> 01:11:00.710 or or Costa Rica, Pat, can you kinda share 1104 01:11:01.330 --> 01:11:05.430 some strategies that you implemented on your Costa Rica specific, 1105 01:11:05.970 --> 01:11:07.830 directory website that you have? 1106 01:11:08.825 --> 01:11:11.485 Do you mind Yeah. Do you mind sharing that at all maybe? 1107 01:11:11.785 --> 01:11:14.685 I'm sharing why I think it's important to start on Panama 1108 01:11:15.545 --> 01:11:17.805 and not try to go after multiple countries. 1109 01:11:17.945 --> 01:11:21.965 Start on Panama and how you may be attracted end users and consumers, 1110 01:11:22.425 --> 01:11:23.415 to the website. 1111 01:11:24.410 --> 01:11:29.070 Yeah. I think one of the key factors is starting to put in some good SEO. 1112 01:11:29.210 --> 01:11:31.870 If your if your primary goal is Panama, 1113 01:11:32.410 --> 01:11:35.630 initially, I think it is important that the home page 1114 01:11:36.185 --> 01:11:40.925 and even though you're planning on expanding in the future, I think it's important to make it clear 1115 01:11:41.305 --> 01:11:44.125 out of the gates who the intended audience is. 1116 01:11:44.345 --> 01:11:47.565 Me as a business owner, I'm gonna be much more engaged 1117 01:11:48.025 --> 01:11:51.005 with the website if I think that I have a better chance 1118 01:11:51.480 --> 01:11:55.660 that your website is designed to to attract my target customer. 1119 01:11:56.120 --> 01:12:03.340 People oftentimes see advertising on a website as an investment because they believe that their customer goes to your website 1120 01:12:03.720 --> 01:12:08.725 in order to to to find information or interact or whatever it is your website offers. 1121 01:12:09.185 --> 01:12:19.045 So for that reason, I think it'd be good that you you just went out on a on a ledge, and you made it clear this is initially for Panama even though the domain is giving you an opportunity 1122 01:12:19.505 --> 01:12:21.045 to expand from that. 1123 01:12:23.780 --> 01:12:28.520 So you're saying put a stronger focus that this is serving Panama right out of the gate? 1124 01:12:29.140 --> 01:12:41.025 I I think so, because it's important if you're talking to those local business owners that that they understand that you've come out here and you've built this to help Panamanian small businesses and medium sized businesses, 1125 01:12:41.965 --> 01:12:44.205 grow, and and you're here to provide resources for them. 1126 01:12:44.205 --> 01:12:54.000 And here's the partnerships that you're building, and you can be a lot more local, talk about the specific banks and the programs you're working on and then networking that you'd be providing those business owners. 1127 01:12:54.860 --> 01:12:56.000 I also think 1128 01:12:56.460 --> 01:12:57.920 in a country like Panama, 1129 01:12:59.100 --> 01:13:01.440 if this takes off, it could spread like wildfire 1130 01:13:02.085 --> 01:13:03.705 if if it's done correctly. 1131 01:13:03.765 --> 01:13:08.825 Because there's probably just one or two major competitors for you, Yolanda, and this is something new. 1132 01:13:08.885 --> 01:13:14.745 And if you put if it's new and you find a new angle that the competitors or existing companies are not doing, 1133 01:13:15.450 --> 01:13:21.470 and you provide some kind of inherent value that your website does that the other competitors don't, 1134 01:13:22.570 --> 01:13:27.550 you can it'll gain because people in in those smaller countries, they all it's all word-of-mouth, 1135 01:13:28.165 --> 01:13:30.485 from from what I know Right. From what I've seen. 1136 01:13:30.485 --> 01:13:41.225 It's a lot of word-of-mouth that you tell one business, they tell them, then they tell their family, then everyone's telling their brothers and sisters, and the and the whole business and and and community knows about a site like this. 1137 01:13:41.365 --> 01:13:43.385 So I think Pat's Pat's good. 1138 01:13:44.320 --> 01:13:56.260 Also, when I when I but when I was listening to to the conversation, I I just couldn't help but think about our last webinar, and I figured of all the webinars that that we could go back to, it'd probably be the last one where we talked about 1139 01:13:56.655 --> 01:14:00.115 just because there's so much information and there's so much to digest. 1140 01:14:00.815 --> 01:14:07.795 You need to be explained all of these things on the phone, and the explanation was ten to fifteen minutes long from the website owner. 1141 01:14:08.095 --> 01:14:11.395 If that's the case, it's almost impossible for a website visitor 1142 01:14:11.710 --> 01:14:13.889 on their own to connect all these dots. 1143 01:14:14.429 --> 01:14:18.210 I think what we're what we're sharing is the final goal, the final vision. 1144 01:14:18.429 --> 01:14:20.590 This is what it's going to be when everything is said and done. 1145 01:14:20.590 --> 01:14:24.610 It's gonna do all these amazing and marvelous things, but there's not one clear 1146 01:14:25.045 --> 01:14:27.204 target to start off with in terms of content. 1147 01:14:27.204 --> 01:14:32.005 Like, it's not clear what the problem is that we're solving, what is unique about the site. 1148 01:14:32.005 --> 01:14:41.030 And I think that's exactly what you're asking, Jason, to help with, which is I you you recognize the importance of that because that's your initial question is how do you answer that question? 1149 01:14:41.030 --> 01:14:45.530 And it relates to that first the to the webinar we did last week, which is 1150 01:14:46.230 --> 01:14:47.370 pick pick one thing. 1151 01:14:47.430 --> 01:14:53.530 Are we gonna be trying to tell the business owners what this site does, or are we gonna be trying to tell the end users 1152 01:14:54.025 --> 01:14:57.645 what this website does? And when we choose when we choose that answer, 1153 01:14:58.105 --> 01:15:02.585 then we decide, okay. If it's the business owners, what is the one problem we're solving? 1154 01:15:02.585 --> 01:15:05.785 What is the one need that we're filling to start off with? 1155 01:15:05.785 --> 01:15:08.125 And let's build an entire content machine, 1156 01:15:08.739 --> 01:15:10.599 behind that one type of content. 1157 01:15:10.900 --> 01:15:15.480 I don't I don't know what you think about about that advice, Jason. Yeah. That that's sound advice. 1158 01:15:15.780 --> 01:15:15.940 Yeah. 1159 01:15:15.940 --> 01:15:19.560 I I would recommend I don't know if you're trying to just show everything off for the competition, 1160 01:15:20.580 --> 01:15:23.795 to show, like, all the technology behind the website, but, 1161 01:15:24.735 --> 01:15:28.995 maybe once the competition's done and and you're actually gonna go after users, I would recommend 1162 01:15:29.615 --> 01:15:33.215 getting rid of half of your main menu items here, and just focus. 1163 01:15:33.215 --> 01:15:39.300 Like, there's a lot of drop downs here, and it's gonna take a long time, Yolani, before you fill up each one of these sections. 1164 01:15:39.440 --> 01:15:41.620 You're just making extra work for yourself. 1165 01:15:42.400 --> 01:15:43.380 So I would recommend 1166 01:15:43.920 --> 01:15:51.315 cutting this in half, your main menu, and putting a stronger focus on a few key things that you want the end user and the members to do. 1167 01:15:51.555 --> 01:15:56.695 I had a question. What does your logo say? Big connections, and what is is that what that is? 1168 01:15:57.395 --> 01:15:58.114 It says, 1169 01:15:58.515 --> 01:15:59.335 great connections, 1170 01:16:00.355 --> 01:16:01.415 make great tints. 1171 01:16:02.195 --> 01:16:03.335 Make great what? 1172 01:16:04.830 --> 01:16:05.650 Great connections, 1173 01:16:06.030 --> 01:16:07.570 create great things. 1174 01:16:07.950 --> 01:16:09.170 Create great things. 1175 01:16:10.830 --> 01:16:13.010 It it goes it goes after the 1176 01:16:13.790 --> 01:16:19.325 It's like, say, nice to meet you. Yeah. With And use the logo and shaking hands. Gotcha. 1177 01:16:19.325 --> 01:16:21.825 Because that's the first thing that business people do. 1178 01:16:22.765 --> 01:16:23.265 Right. 1179 01:16:23.805 --> 01:16:31.585 So you can you can you can keep it like this, maybe simplify the main menu and things like that, and put a stronger focus on Panama. 1180 01:16:32.605 --> 01:16:34.065 Now if you're trying to connect, 1181 01:16:35.390 --> 01:16:35.890 consumers 1182 01:16:36.310 --> 01:16:36.810 with 1183 01:16:37.230 --> 01:16:37.730 the 1184 01:16:38.150 --> 01:16:38.650 businesses, 1185 01:16:39.070 --> 01:16:40.930 what I would recommend is maybe 1186 01:16:41.310 --> 01:16:41.810 consider 1187 01:16:42.830 --> 01:16:44.930 the travel guide theme that we have 1188 01:16:45.630 --> 01:16:46.130 and 1189 01:16:46.925 --> 01:16:50.305 putting a stronger focus on content. Because I see you have events 1190 01:16:50.605 --> 01:16:53.505 and deals and making it all about Panama, 1191 01:16:54.205 --> 01:16:54.705 like, 1192 01:16:55.085 --> 01:16:59.905 things to do in Panama, the top 10 rest like, family restaurants in Panama. 1193 01:17:00.860 --> 01:17:05.340 Once you put a focus on Panama, it's gonna make your job a lot easier because you have a focus. 1194 01:17:05.340 --> 01:17:10.800 You can write lots of good content about Panama and and the businesses that are in Panama. 1195 01:17:12.059 --> 01:17:18.255 And, again, I think it's gonna be easier to sell your members when you knowing that the site is focused on Panama. 1196 01:17:18.255 --> 01:17:19.635 And the contest you're entering 1197 01:17:20.014 --> 01:17:20.755 is about 1198 01:17:21.295 --> 01:17:25.315 they're they're all from Panama companies submit getting submitted. Right? 1199 01:17:26.574 --> 01:17:27.074 Yes. 1200 01:17:27.614 --> 01:17:33.770 Tour is gonna be about Panama First. Gotcha. And then if we win, then it's gonna 1201 01:17:34.230 --> 01:17:37.670 go with other Latin American countries. And there's nothing wrong. 1202 01:17:37.670 --> 01:17:45.615 It's actually very smart if you enter those com when you talk about your website, you could say right now we're focusing on Panama, and we have an expansion plan. 1203 01:17:45.615 --> 01:17:49.475 After Panama is in a nice place, we're gonna go to this country and this country. 1204 01:17:49.535 --> 01:17:52.835 And that's how Uber started. Uber selected one or two cities 1205 01:17:53.295 --> 01:17:54.915 to to do the car ride, 1206 01:17:55.855 --> 01:17:57.150 the the car riding in. 1207 01:17:57.469 --> 01:18:03.170 And after they conquered one city, they went to another city because they were able to hyperfocus their 1208 01:18:03.550 --> 01:18:05.409 energy and their, resources 1209 01:18:06.030 --> 01:18:07.630 because and I've mentioned this before. 1210 01:18:07.630 --> 01:18:10.449 When you're building a directory website, you're building a marketplace. 1211 01:18:10.945 --> 01:18:16.245 A marketplace of the businesses who are listed and a marketplace of the end users who are visiting the website. 1212 01:18:16.785 --> 01:18:19.685 And you have to put resources to attract the end user 1213 01:18:19.985 --> 01:18:23.285 and the professionals or the companies joining your directory. 1214 01:18:23.730 --> 01:18:25.430 So the more focused you are 1215 01:18:25.730 --> 01:18:28.710 with the niche and the market that you're targeting, 1216 01:18:29.570 --> 01:18:31.670 the better you can balance that marketplace. 1217 01:18:32.050 --> 01:18:33.510 I'll give you a simple example. 1218 01:18:33.970 --> 01:18:37.190 If you're have a website for all of The United States, 1219 01:18:37.755 --> 01:18:38.815 for all businesses, 1220 01:18:39.435 --> 01:18:41.375 maybe you're gonna get a lot of lawyers 1221 01:18:41.675 --> 01:18:47.695 from New York to sign up, but you're having a lot of people from California looking for, 1222 01:18:48.875 --> 01:18:49.375 doctors. 1223 01:18:49.690 --> 01:18:53.869 So you have an imbalanced marketplace, and both people are gonna have a bad experience. 1224 01:18:54.409 --> 01:18:56.190 So you need to think about your 1225 01:18:56.730 --> 01:19:02.110 website as a balancing act, and the and you wanna focus on balancing that marketplace 1226 01:19:02.650 --> 01:19:06.385 with the the companies that are joining and the people that are looking. 1227 01:19:06.385 --> 01:19:08.725 And that will give you a better focus, 1228 01:19:09.265 --> 01:19:14.565 so that the people when they come to your site, they're gonna have a good experience because they're getting matched properly. 1229 01:19:15.600 --> 01:19:19.940 So those are just some tips and I wrote these notes here, Yolani, just as we were talking. 1230 01:19:20.080 --> 01:19:32.784 You can put I was asking you these questions so you can have some talking points about what your plan is for this website because once the they're gonna ask you what your website does and then they're gonna ask you what your plan is for the website. 1231 01:19:33.165 --> 01:19:35.425 I'm just gonna put this in the chat for everyone, 1232 01:19:35.885 --> 01:19:42.705 just so you I can share these notes here, in the chat, but, thank you so much, Yolani, for sharing your website with us. 1233 01:19:43.290 --> 01:19:44.829 Thank you. You're welcome. 1234 01:19:46.010 --> 01:19:51.230 Alright. Good stuff there, Pat. It looks like she's done a lot of upfront work, with her website, 1235 01:19:51.929 --> 01:19:52.829 and I think 1236 01:19:53.130 --> 01:19:59.645 a lot of times what we see is there's a lot of upfront work, and and I hate to say it, but usually our advice is to cut things back a bit, 1237 01:20:00.045 --> 01:20:01.905 to to help simplify the process. 1238 01:20:04.045 --> 01:20:04.445 Correct. 1239 01:20:04.445 --> 01:20:09.665 Having to me, you would need to have and then going back to to last week to to last webinar, 1240 01:20:10.045 --> 01:20:19.250 you would need to have all the content in place and the marketing materials in place for one type of feature on your website before jumping to that next feature, 1241 01:20:19.710 --> 01:20:23.330 and going one feature at a time so that you have the supported marketing 1242 01:20:23.870 --> 01:20:27.170 materials to to and you have enough content in those features 1243 01:20:27.505 --> 01:20:31.045 to warrant opening up a new feature and a new a new page on your site. 1244 01:20:31.585 --> 01:20:32.325 That's right. 1245 01:20:32.865 --> 01:20:34.005 Alright. Wendy. 1246 01:20:34.465 --> 01:20:35.765 Wendy, how are you today? 1247 01:20:36.305 --> 01:20:41.205 Fine. Thank fine. Thank you. Can you hear me? Absolutely. How'd you like the webinar today, Wendy? 1248 01:20:41.620 --> 01:20:43.000 Oh, I thought it was great. 1249 01:20:44.260 --> 01:20:49.560 Lot of good because I didn't realize that you could, you know, add new fields or 1250 01:20:49.940 --> 01:20:55.784 change the ones that don't make sense. Right. You know? And so that was good information. 1251 01:20:56.324 --> 01:21:00.105 Awesome. Well, good to hear. Good to hear. And what's your question for us today? 1252 01:21:00.885 --> 01:21:03.784 Actually, I have two, but they should be questions. 1253 01:21:04.324 --> 01:21:04.824 Okay. 1254 01:21:06.005 --> 01:21:08.580 The last two members that shot that, 1255 01:21:09.220 --> 01:21:09.960 signed up 1256 01:21:10.820 --> 01:21:11.320 asked 1257 01:21:11.700 --> 01:21:12.680 for receipts, 1258 01:21:13.300 --> 01:21:17.620 you know, because they are businesses. One is a school and one is a, 1259 01:21:18.500 --> 01:21:19.000 architectural 1260 01:21:19.300 --> 01:21:19.800 firm. 1261 01:21:20.255 --> 01:21:25.235 And so they asked for receipts to sign up. Now I know that I can 1262 01:21:25.855 --> 01:21:33.474 download the receipts and email it to them, but I'm wondering why it's not showing up 1263 01:21:34.030 --> 01:21:39.170 in their own profiles where they can have access to the receipts themselves. 1264 01:21:39.630 --> 01:21:42.130 Let's take a look together. Do you mind sharing your site? 1265 01:21:43.070 --> 01:21:45.650 Elegantlivingdirectory.com. 1266 01:21:45.710 --> 01:21:46.210 Okay. 1267 01:21:47.435 --> 01:21:50.902 Do you have a name of, like, one of the members? Just a Yeah. 1268 01:21:50.902 --> 01:21:53.135 I think we should get to the newest member, 1269 01:21:53.435 --> 01:21:58.095 which is any one of the two newest members. Let me find them. 1270 01:21:59.355 --> 01:22:02.095 One is Roxbury Community College. 1271 01:22:02.800 --> 01:22:08.020 Oh, that's the newest one, so you can use that one. Alright. Let me just check something out here. 1272 01:22:08.400 --> 01:22:08.900 Alright. 1273 01:22:10.640 --> 01:22:15.200 I am going to I'm gonna check I'm gonna check I'm just checking a couple things. 1274 01:22:15.360 --> 01:22:17.060 I paused my screen just momentarily. 1275 01:22:17.565 --> 01:22:18.065 Oh, 1276 01:22:18.445 --> 01:22:20.145 okay. I'm gonna unmute, 1277 01:22:21.565 --> 01:22:25.905 Matthew Brooks here, my good friend, one of the cofounders here at Brilliant Directories. 1278 01:22:26.685 --> 01:22:27.985 Just give me one moment. 1279 01:22:28.844 --> 01:22:29.344 K. 1280 01:22:29.965 --> 01:22:33.730 Hey, Matt. How are you doing today? Fine. Jason, can you hear me okay? Yeah. 1281 01:22:33.730 --> 01:22:37.890 Can you how are you doing today, buddy? I'm here, Jason. Can you hear me? Yep. Yep. Can hear you. 1282 01:22:37.890 --> 01:22:39.030 Great. How about yourself? 1283 01:22:39.730 --> 01:22:40.550 Good. Good. 1284 01:22:41.090 --> 01:22:42.630 Matt, how do we enable, 1285 01:22:43.970 --> 01:22:48.255 for the members to see their transaction history when they're logged in as a member? 1286 01:22:48.255 --> 01:22:49.935 There's an advanced setting for that. 1287 01:22:49.935 --> 01:22:53.855 Now newer sites have that all by default, but I think Wendy's site was started, 1288 01:22:54.655 --> 01:22:55.635 last year sometime. 1289 01:22:56.735 --> 01:22:59.155 Is there an advanced setting to enable the 1290 01:22:59.620 --> 01:23:01.960 the transaction history on the member's end? 1291 01:23:02.739 --> 01:23:07.460 Yes. I believe there is. Let me just search for it real quick for you. Thank you so much, Matt. 1292 01:23:07.460 --> 01:23:09.880 Always comes in the right times here. 1293 01:23:11.380 --> 01:23:14.200 So, basically, what we're seeing is, we're on the 1294 01:23:15.465 --> 01:23:19.885 transaction history page, the billing details, and and it's not showing anything here. 1295 01:23:20.505 --> 01:23:24.045 So what we're gonna do is we're gonna enable that with this advanced setting, Wendy. 1296 01:23:24.505 --> 01:23:30.120 Okay. Alright, Jason. The advanced setting is enable member billing history. Okay. 1297 01:23:30.760 --> 01:23:31.260 And, 1298 01:23:32.520 --> 01:23:33.320 99% 1299 01:23:33.320 --> 01:23:35.660 of you out there don't don't need to worry about this. 1300 01:23:36.040 --> 01:23:39.340 So what so we're just gonna do this on Wendy's site here. 1301 01:23:40.200 --> 01:23:40.700 Alright. 1302 01:23:41.240 --> 01:23:41.740 So 1303 01:23:42.385 --> 01:23:46.885 I've done that. Let me just, I'm gonna share my screen with you guys again in just a moment. 1304 01:23:48.225 --> 01:23:52.165 So okay. Wendy, you should be good to go now. Let me show you the screen. 1305 01:23:52.865 --> 01:23:55.285 So the member should now be able to, 1306 01:23:56.065 --> 01:23:56.805 see their 1307 01:23:57.949 --> 01:23:59.010 subscription history 1308 01:23:59.469 --> 01:24:07.330 here when they're logged in, and there is an actions drop down where they can view the invoice or download the invoice on their own from their dashboard. 1309 01:24:07.469 --> 01:24:10.210 So you should be good to go now on this site moving forward. 1310 01:24:10.925 --> 01:24:11.425 Perfect. 1311 01:24:11.805 --> 01:24:13.665 Thank you. Alright. You're welcome. 1312 01:24:14.445 --> 01:24:15.825 My second question 1313 01:24:16.285 --> 01:24:18.385 is for delinquent payments. 1314 01:24:20.285 --> 01:24:23.265 Some members are delinquent, but they wanna pay, 1315 01:24:23.725 --> 01:24:26.225 you know, they don't mind paying up. 1316 01:24:26.660 --> 01:24:31.160 But they always have to contact me so that, you know, I can 1317 01:24:31.700 --> 01:24:32.760 force the payment. 1318 01:24:33.460 --> 01:24:35.000 And I thought they were 1319 01:24:35.380 --> 01:24:40.920 would be able to make payments on their own. So we just killed two birds with one stone. 1320 01:24:41.075 --> 01:24:43.495 So do you see here the status says paid? 1321 01:24:44.275 --> 01:24:44.775 Yeah. 1322 01:24:44.835 --> 01:24:51.475 So now that your members can see this, they can also see if they have any missed or past due payments. 1323 01:24:51.475 --> 01:24:55.415 And there is Okay. There's a pay now button. So if you have any 1324 01:24:55.849 --> 01:24:56.349 members, 1325 01:24:57.130 --> 01:25:00.969 basically, they'll have a big orange button here, whatever the color theme you're using. 1326 01:25:00.969 --> 01:25:01.849 It'll say pay now. 1327 01:25:01.849 --> 01:25:08.010 So they'll they can up their update their credit card on file and see if they have any unpaid or past due payments here. 1328 01:25:08.010 --> 01:25:10.349 So it can all be managed here now, Wendy. 1329 01:25:11.025 --> 01:25:14.705 Oh, this is great. Thank you very much. You're very welcome. 1330 01:25:14.705 --> 01:25:16.405 Thank you for sharing your site with us. 1331 01:25:17.025 --> 01:25:17.525 Okay. 1332 01:25:18.145 --> 01:25:19.665 Alright. Good stuff there. 1333 01:25:19.985 --> 01:25:24.805 Good stuff about transaction history. And we also have our good friend, Lindsay. 1334 01:25:25.345 --> 01:25:30.210 I know you're there in The UK, I think. Lindsay, I'm gonna unmute your microphone. 1335 01:25:30.510 --> 01:25:32.690 There we go. Lindsay, how are you today? 1336 01:25:33.070 --> 01:25:36.190 I'm fine. Thank you. It's the early hours in the morning here. So I know. 1337 01:25:36.190 --> 01:25:39.650 I wanted to make sure I got to you since you got your hand up there. How are you today? 1338 01:25:40.065 --> 01:25:42.305 I'm fine. Thank you. Excellent. Excellent. 1339 01:25:42.305 --> 01:25:44.885 And, yeah, what what can we help you with your site today? 1340 01:25:45.745 --> 01:25:49.825 One thing I get with a lot of my members, they're quite some of them are quite big companies. 1341 01:25:49.825 --> 01:25:54.565 So the person that signs up might not be the person that would do the updates for their articles. 1342 01:25:55.300 --> 01:25:57.480 Is there any way to have more emails 1343 01:25:57.940 --> 01:26:00.120 that you can assign to a member's 1344 01:26:00.660 --> 01:26:01.160 profile? 1345 01:26:02.500 --> 01:26:06.920 There So they could to their marketing team, to their, you know, to the finance people? 1346 01:26:07.780 --> 01:26:09.620 Yes. There there is a way. 1347 01:26:10.655 --> 01:26:18.995 What you could do is you could create custom fields like we talked about in the webinar today, and they can just input additional email addresses that they would like 1348 01:26:19.455 --> 01:26:22.590 to be, like, cc'd in when you're doing correspondence with them. 1349 01:26:22.989 --> 01:26:28.050 You'll you'll you would just manually use those emails, as alternate emails for that member. 1350 01:26:28.989 --> 01:26:30.290 The second thing 1351 01:26:30.750 --> 01:26:33.889 you can do, and I'm gonna ask actually ask Pat to chime in here. 1352 01:26:34.349 --> 01:26:40.535 Something that's just coming top of mind is there is an add on where you can manage sub accounts, 1353 01:26:41.955 --> 01:26:43.255 or or multiple 1354 01:26:43.555 --> 01:26:48.615 profiles. In this case, it wouldn't be a multiple profile. It would be multi listing manager. 1355 01:26:49.795 --> 01:26:51.975 The only reason I'm going to this is 1356 01:26:52.820 --> 01:26:58.900 the person who signed up would be able to create kind of an account for the the other Coca Cola rep. 1357 01:26:58.900 --> 01:27:01.640 But, yeah, I don't think this is gonna work exactly because 1358 01:27:02.100 --> 01:27:06.680 they're not creating another searchable profile for Coca Cola. It's just another contact person. 1359 01:27:07.114 --> 01:27:12.495 I've I've seen some people customize this, Jason, and, basically, they can they can control 1360 01:27:12.875 --> 01:27:14.255 what membership features, 1361 01:27:14.955 --> 01:27:18.015 they have. Again, it's not the Coca Cola that could do this. 1362 01:27:18.074 --> 01:27:20.094 You would have to work with them and create, 1363 01:27:20.635 --> 01:27:22.175 certain settings for the subaccounts. 1364 01:27:23.010 --> 01:27:24.150 There'd be some customization 1365 01:27:24.450 --> 01:27:28.070 involved. But they could technically share one listing, 1366 01:27:28.610 --> 01:27:29.750 and it can be customized 1367 01:27:30.210 --> 01:27:32.390 to have users. But, yeah, you're definitely looking 1368 01:27:32.770 --> 01:27:37.364 at customizing. But this would be the core of that functionality would be this add on. 1369 01:27:37.425 --> 01:27:38.965 And and so let me ask you, 1370 01:27:39.265 --> 01:27:39.585 Lindsay. 1371 01:27:39.585 --> 01:27:45.844 Is the let's say that somebody signs up for Coca Cola and then someone else is gonna manage the account. 1372 01:27:46.385 --> 01:27:54.250 Are you gonna be personally emailing them back and forth, or which email address do you wanna keep on file exactly for for the It it would be my email address. 1373 01:27:54.250 --> 01:27:57.870 It's more for them to just say because say the person that signed up for the account, 1374 01:27:58.330 --> 01:28:02.590 their their marketing department might have an article or an offer they wanna put onto the site. 1375 01:28:03.265 --> 01:28:05.265 Gotcha. And I Could they just Yeah. 1376 01:28:05.265 --> 01:28:09.125 So they would Could she just share the the login information with that department? 1377 01:28:10.305 --> 01:28:10.785 I suppose. 1378 01:28:10.785 --> 01:28:14.625 I just wonder if it's possible sometimes to let you know, because I might send a message out. 1379 01:28:14.625 --> 01:28:18.005 So I send a newsletter saying we got an offer. We're doing this. Okay. 1380 01:28:18.310 --> 01:28:20.710 I could send it to the main person who signed up. 1381 01:28:20.710 --> 01:28:23.929 Actually, it'd be their marketing department I wanna get in touch with. 1382 01:28:24.310 --> 01:28:24.810 Right. 1383 01:28:25.670 --> 01:28:26.170 Okay. 1384 01:28:26.870 --> 01:28:31.110 Because, you know, like, when you run a business, you would send an email to your finance department. 1385 01:28:31.110 --> 01:28:34.235 But I just like, so we got that information on their profile? 1386 01:28:35.815 --> 01:28:36.615 Right. Okay. 1387 01:28:36.615 --> 01:28:47.275 So, yeah, you could probably just create a custom input field called marketing department email, finance department email, and collect that information, and and you'll you'll just have it stored. 1388 01:28:47.340 --> 01:28:50.080 You don't have to show it publicly on the profile page. 1389 01:28:50.380 --> 01:28:53.340 That that might be the most straightforward thing you can do. 1390 01:28:53.340 --> 01:28:58.800 And the person who set up the account can be the one who inputs those alternate email addresses as well. 1391 01:28:59.435 --> 01:28:59.755 Yeah. 1392 01:28:59.755 --> 01:29:06.655 And that's something something else that would be possible, Jason, would be to create and it would it's not that hard to do, 1393 01:29:07.114 --> 01:29:11.295 would be to create let's say I'm the I've I've started the Coca Cola account. 1394 01:29:12.075 --> 01:29:16.310 My I'm sorry. My member signed up their Coca Cola. I'm the directory owner. 1395 01:29:16.690 --> 01:29:22.469 I may wanna give them a link that they can give their marketing department that would log them into the account, 1396 01:29:23.090 --> 01:29:26.870 instantly and would take them straight to that form so they can just add that content, 1397 01:29:27.650 --> 01:29:29.409 if I wanted to. So that's one option, 1398 01:29:30.315 --> 01:29:31.615 that people can have, 1399 01:29:32.475 --> 01:29:35.775 and and it's quite easy to to do that with the billing directories platform. 1400 01:29:37.515 --> 01:29:38.015 Fantastic. 1401 01:29:38.635 --> 01:29:39.135 Okay. 1402 01:29:39.355 --> 01:29:45.104 I don't think that fully answers the question, but it gives you some some ideas and concepts that that could work for you, Linda. 1403 01:29:45.104 --> 01:29:50.974 As long as I know it can be done, it's something that I can work on whether I have to get some customization or not. 1404 01:29:50.974 --> 01:29:53.088 At least I know it can be done. Yeah. 1405 01:29:53.088 --> 01:30:00.275 Because otherwise you know, because sometimes, it's nice to have your email address because people leave companies, they change positions, etcetera, etcetera. 1406 01:30:00.275 --> 01:30:04.055 So it's just nice to have multiple email addresses so you don't sort of lose 1407 01:30:05.074 --> 01:30:07.475 the contact. Absolutely. Yeah. So there's different ways. 1408 01:30:07.475 --> 01:30:14.550 Just depends on what kind of flow that you wanna and and the and the way you wanna capture that information, but there's definitely several different ways you can accomplish that. 1409 01:30:15.650 --> 01:30:16.370 Thank you very much. 1410 01:30:16.370 --> 01:30:20.390 It's great for when you send out an update to a company and say, do you wanna update your information? 1411 01:30:20.770 --> 01:30:22.870 They could change names, change emails. 1412 01:30:23.465 --> 01:30:27.645 Absolutely. And for larger organizations, absolutely. That that would be super helpful. 1413 01:30:28.825 --> 01:30:31.005 Alright, Lindsay. Thank you so much for your question. 1414 01:30:31.385 --> 01:30:32.125 Thank you. 1415 01:30:32.585 --> 01:30:33.085 Alright. 1416 01:30:33.705 --> 01:30:37.225 I think I think we're good on time here. I think we had a great webinar action packed. 1417 01:30:37.225 --> 01:30:39.120 We're almost going on two hours here. 1418 01:30:39.280 --> 01:30:44.560 So I wanna thank everyone for joining us this webinar Wednesday. It's number 50. That's huge. 1419 01:30:44.560 --> 01:30:46.020 Can't wait for the next 50. 1420 01:30:46.320 --> 01:30:50.260 Don't forget about the tip of the week, how to track your sales, 1421 01:30:50.880 --> 01:30:51.700 reps revenue. 1422 01:30:52.055 --> 01:30:55.035 We highly recommend using the coupon codes feature. 1423 01:30:55.095 --> 01:30:59.995 You can also use affiliate software or renaming your products for each sales rep. 1424 01:31:00.615 --> 01:31:03.735 Thank you so much for Rick and for Rick's Corner. 1425 01:31:03.735 --> 01:31:06.715 I know a lot of people got a lot of value from today's, 1426 01:31:07.320 --> 01:31:12.780 tip from you, Rick, so thank you so much for doing that presentation for us. And then lastly, 1427 01:31:13.080 --> 01:31:15.179 hooray for webinar Wednesday '50. 1428 01:31:15.320 --> 01:31:19.400 The next webinar, we had a scheduling conflict this October, so we took advantage of it. 1429 01:31:19.400 --> 01:31:22.505 We're just gonna do more webinars. There's one more webinar 1430 01:31:23.045 --> 01:31:35.065 next week this month it's going to be actually let me double check that it's gonna be October 31 so it's actually gonna skip next week we're gonna do October 31 that's gonna give us a total of three webinars 1431 01:31:36.380 --> 01:31:38.240 this October, so that's awesome. 1432 01:31:38.940 --> 01:31:45.520 And then lastly, if you haven't already done so, please go ahead and join the Brilliant Directory strategy group on Facebook. 1433 01:31:45.580 --> 01:31:49.920 You can do that now. Go to brilliantdirectories.com/Facebook. 1434 01:31:50.215 --> 01:31:53.735 And thank you to Matt for the cameo and the and the help with, 1435 01:31:54.215 --> 01:31:57.435 getting the billing transaction history showing on Wendy's 1436 01:31:57.815 --> 01:31:59.975 site. That's it for us today, guys. 1437 01:31:59.975 --> 01:32:07.004 Thank you so much for joining us webinar Wednesday, and we'll catch you in two weeks, October thirty first for the next webinar Wednesday. 1438 01:32:07.144 --> 01:32:11.404 Thanks, guys, and have an awesome day. Thanks a lot, everyone. Thank you.